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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 | $43,228 | $153,252-71.8% | $110,792-61.0% | $233,076-81.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 58.3%+41.7pp | 46.4%+53.6pp |
| Annual return | -2.27% | -1.86%-0.4pp | -0.33%-1.9pp | -82.67%+80.4pp |
| Employer contribution / active EE | $5,620 | $33,714-83.3% | $25,782-78.2% | $43,771-87.2% |
| Participant deferral / active EE | $0 | $892-100.0% | $928-100.0% | $103-100.0% |
| Admin fee / account holder | $3,487 | $2,194+58.9% | $1,824+91.1% | $11,204-68.9% |