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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 | $93,596 | $278,553-66.4% | $267,477-65.0% | $349,369-73.2% |
| Participation rate | 100.0% | 44.1%+55.9pp | 35.5%+64.5pp | 44.4%+55.6pp |
| Annual return | -7.12% | -41.92%+34.8pp | -38.86%+31.7pp | -14.65%+7.5pp |
| Employer contribution / active EE | $33,333 | $40,095-16.9% | $37,752-11.7% | $46,321-28.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $305 | $15,763-98.1% | $16,942-98.2% | $14,582-97.9% |