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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 | $65,867 | $122,655-46.3% | $522,682-87.4% | $222,458-70.4% |
| Participation rate | 100.0% | 41.4%+58.6pp | 12.6%+87.4pp | 48.7%+51.3pp |
| Annual return | -3.92% | -5.77%+1.9pp | -3.43%-0.5pp | -2.16%-1.8pp |
| Employer contribution / active EE | $31,818 | $38,102-16.5% | $25,607+24.3% | $42,949-25.9% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $374 | $6,725-94.4% | $13,511-97.2% | $12,572-97.0% |