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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 | $14,866 | $82,678-82.0% | $125,391-88.1% | $68,490-78.3% |
| Participation rate | 93.8% | 75.1%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -18.56% | -5.97%-12.6pp | 572.41%-591.0pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,654 | $6,111-56.6% | $7,448-64.4% | $4,028-34.1% |
| Admin fee / account holder | $795 | $6,277-87.3% | $10,009-92.1% | $5,403-85.3% |