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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 | $167,362-95.1% | $143,799-94.3% | $134,532-93.9% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -10.20% | 0.47%-10.7pp | -0.04%-10.2pp | 418.27%-428.5pp |
| 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% | $6,401-55.3% |
| Admin fee / account holder | $27,679 | $18,094+53.0% | $14,677+88.6% | $11,429+142.2% |