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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 | $134,816 | $162,452-17.0% | $148,425-9.2% | $233,076-42.2% |
| Participation rate | 100.0% | 46.4%+53.6pp | 35.1%+64.9pp | 46.4%+53.6pp |
| Annual return | -2.72% | 45.55%-48.3pp | 38.14%-40.9pp | -82.67%+79.9pp |
| Employer contribution / active EE | $68,142 | $40,549+68.0% | $34,245+99.0% | $43,771+55.7% |
| Participant deferral / active EE | $0 | $152-100.0% | $185-100.0% | $103-100.0% |
| Admin fee / account holder | $817 | $11,245-92.7% | $10,234-92.0% | $11,204-92.7% |