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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 | $34,834 | $53,391-34.8% | $94,285-63.1% | $53,391-34.8% |
| Participation rate | 96.7% | 64.1%+32.5pp | 93.1%+3.5pp | 64.1%+32.5pp |
| Annual return | -12.85% | -12.46%-0.4pp | -24.54%+11.7pp | -12.46%-0.4pp |
| Employer contribution / active EE | $2,105 | $15,405-86.3% | $4,545-53.7% | $15,405-86.3% |
| Participant deferral / active EE | $2,105 | $1,313+60.4% | $5,340-60.6% | $1,313+60.4% |
| Admin fee / account holder | $1,186 | $5,411-78.1% | $1,383-14.2% | $5,411-78.1% |