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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 | $70,351 | $45,108+56.0% | $436,953-83.9% | $105,125-33.1% |
| Participation rate | 100.0% | 41.3%+58.7pp | 44.2%+55.8pp | 14.6%+85.4pp |
| Annual return | -0.95% | -2.89%+1.9pp | -102.04%+101.1pp | 10.56%-11.5pp |
| Employer contribution / active EE | $31,908 | $14,715+116.8% | $36,232-11.9% | $13,643+133.9% |
| Participant deferral / active EE | $0 | $46-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $12,928 | $2,952+337.9% | $12,721+1.6% | $3,354+285.5% |