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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,019 | $90,590-80.1% | $90,782-80.2% | $135,380-86.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -4.98% | -3.40%-1.6pp | -3.42%-1.6pp | 519.81%-524.8pp |
| Employer contribution / active EE | $15,545 | $4,352+257.2% | $4,105+278.7% | $4,779+225.3% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,170 | $7,683-6.7% | $5,908+21.4% | $10,828-33.8% |