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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 | $8,228 | $167,352-95.1% | $143,788-94.3% | $134,509-93.9% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -10.20% | 0.47%-10.7pp | -0.03%-10.2pp | 418.13%-428.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,860 | $6,447-55.6% | $5,638-49.3% | $6,400-55.3% |
| Admin fee / account holder | $27,679 | $18,091+53.0% | $14,675+88.6% | $11,427+142.2% |