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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 | $17,740 | $142,392-87.5% | $119,622-85.2% | $134,532-86.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.77% | -12.46%-2.3pp | -14.98%+0.2pp | 418.27%-433.0pp |
| Employer contribution / active EE | $6,271 | $5,224+20.1% | $4,232+48.2% | $4,741+32.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,665 | $13,593-51.0% | $10,328-35.5% | $11,429-41.7% |