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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 | $17,038 | $167,362-89.8% | $143,799-88.2% | $134,532-87.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.83% | 0.47%-20.3pp | -0.04%-19.8pp | 418.27%-438.1pp |
| Employer contribution / active EE | $2,284 | $5,620-59.4% | $4,952-53.9% | $4,741-51.8% |
| Participant deferral / active EE | $3,991 | $6,447-38.1% | $5,638-29.2% | $6,401-37.7% |
| Admin fee / account holder | $650 | $18,094-96.4% | $14,677-95.6% | $11,429-94.3% |