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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 | $117,477 | $218,893-46.3% | $436,953-73.1% | $233,076-49.6% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -7.45% | -114.99%+107.5pp | -102.04%+94.6pp | -82.67%+75.2pp |
| Employer contribution / active EE | $21,964 | $39,361-44.2% | $36,232-39.4% | $43,771-49.8% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $604 | $11,759-94.9% | $12,721-95.2% | $11,204-94.6% |