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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 | $143,430 | $218,893-34.5% | $436,953-67.2% | $233,076-38.5% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -4.96% | -114.99%+110.0pp | -102.04%+97.1pp | -82.67%+77.7pp |
| Employer contribution / active EE | $124,001 | $39,361+215.0% | $36,232+242.2% | $43,771+183.3% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $784 | $11,759-93.3% | $12,721-93.8% | $11,204-93.0% |