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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 | $129,913 | $218,893-40.6% | $436,953-70.3% | $233,076-44.3% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -5.63% | -114.98%+109.3pp | -102.04%+96.4pp | -82.66%+77.0pp |
| Employer contribution / active EE | $37,610 | $39,361-4.4% | $36,232+3.8% | $43,771-14.1% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $1,011 | $11,759-91.4% | $12,721-92.1% | $11,204-91.0% |