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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 | $83,422 | $278,553-70.1% | $267,477-68.8% | $349,369-76.1% |
| Participation rate | 100.0% | 44.1%+55.9pp | 35.5%+64.5pp | 44.4%+55.6pp |
| Annual return | -9.64% | -41.92%+32.3pp | -38.86%+29.2pp | -14.65%+5.0pp |
| Employer contribution / active EE | $21,473 | $40,095-46.4% | $37,752-43.1% | $46,321-53.6% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $356 | $15,763-97.7% | $16,942-97.9% | $14,582-97.6% |