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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 | $13,263 | $142,392-90.7% | $119,622-88.9% | $134,532-90.1% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -18.12% | -12.46%-5.7pp | -14.98%-3.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,064 | $6,467-52.6% | $5,601-45.3% | $6,401-52.1% |
| Admin fee / account holder | $692 | $13,593-94.9% | $10,328-93.3% | $11,429-93.9% |