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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 | $17,317 | $82,674-79.1% | $125,381-86.2% | $68,486-74.7% |
| Participation rate | 80.5% | 75.1%+5.4pp | 82.4%-1.9pp | 67.9%+12.6pp |
| Annual return | -16.45% | -5.97%-10.5pp | 572.31%-588.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,363 | $6,111+4.1% | $7,448-14.6% | $4,028+58.0% |
| Admin fee / account holder | $2,567 | $6,277-59.1% | $10,007-74.3% | $5,404-52.5% |