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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 | $58,508 | $267,312-78.1% | $245,396-76.2% | $233,076-74.9% |
| Participation rate | 100.0% | 51.5%+48.5pp | 43.0%+57.0pp | 46.4%+53.6pp |
| Annual return | -3.89% | -1035.07%+1031.2pp | -752.26%+748.4pp | -82.67%+78.8pp |
| Employer contribution / active EE | $18,292 | $39,756-54.0% | $31,802-42.5% | $43,771-58.2% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $603 | $1,364-55.8% | $1,223-50.7% | $11,204-94.6% |