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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 | $145,699 | $162,452-10.3% | $148,425-1.8% | $233,076-37.5% |
| Participation rate | 100.0% | 46.4%+53.6pp | 35.1%+64.9pp | 46.4%+53.6pp |
| Annual return | -3.88% | 45.55%-49.4pp | 38.14%-42.0pp | -82.67%+78.8pp |
| Employer contribution / active EE | $10,000 | $40,549-75.3% | $34,245-70.8% | $43,771-77.2% |
| Participant deferral / active EE | $0 | $152-100.0% | $185-100.0% | $103-100.0% |
| Admin fee / account holder | $8,025 | $11,245-28.6% | $10,234-21.6% | $11,204-28.4% |