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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 | $153,121 | $219,269-30.2% | $177,167-13.6% | $222,458-31.2% |
| Participation rate | 100.0% | 28.6%+71.4pp | 11.8%+88.2pp | 48.7%+51.3pp |
| Annual return | -0.62% | -4.65%+4.0pp | -2.52%+1.9pp | -2.16%+1.5pp |
| Employer contribution / active EE | $37,500 | $171,621-78.1% | $82,375-54.5% | $42,949-12.7% |
| Participant deferral / active EE | $0 | $0 | $201-100.0% | $153-100.0% |
| Admin fee / account holder | $1,577 | $1,619-2.6% | $1,917-17.8% | $12,572-87.5% |