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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 | $13,947 | $167,353-91.7% | $143,797-90.3% | $134,545-89.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.42% | 0.48%-10.9pp | -0.04%-10.4pp | 418.37%-428.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,186 | $6,447-66.1% | $5,638-61.2% | $6,401-65.8% |
| Admin fee / account holder | $9,327 | $18,096-48.5% | $14,679-36.5% | $11,431-18.4% |