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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 | $32,286 | $110,083-70.7% | $151,639-78.7% | $68,486-52.9% |
| Participation rate | 91.9% | 84.0%+7.9pp | 87.5%+4.4pp | 67.9%+24.0pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.34%-3.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $11,103 | $4,470+148.4% | $6,165+80.1% | $2,597+327.6% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,128 | $7,718-59.5% | $11,613-73.1% | $5,404-42.1% |