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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 | $36,700 | $564,480-93.5% | $113,516-67.7% | $564,480-93.5% |
| Participation rate | 100.0% | 89.1%+10.9pp | 93.3%+6.7pp | 89.1%+10.9pp |
| Annual return | -16.26% | -14.07%-2.2pp | -14.61%-1.6pp | -14.07%-2.2pp |
| Employer contribution / active EE | $0 | $29,221-100.0% | $5,360-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $1,497 | $5,729-73.9% | $2,642-43.4% | $5,729-73.9% |
| Admin fee / account holder | $7,975 | $27,140-70.6% | $3,772+111.4% | $27,140-70.6% |