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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 | $19,314 | $142,409-86.4% | $119,634-83.9% | $134,545-85.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.82% | -12.46%-7.4pp | -14.98%-4.8pp | 418.37%-438.2pp |
| Employer contribution / active EE | $2,046 | $5,224-60.8% | $4,232-51.6% | $4,742-56.8% |
| Participant deferral / active EE | $5,608 | $6,468-13.3% | $5,601+0.1% | $6,401-12.4% |
| Admin fee / account holder | $1,009 | $13,594-92.6% | $10,329-90.2% | $11,431-91.2% |