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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 | $10,634 | $167,352-93.6% | $143,788-92.6% | $134,509-92.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.21% | 0.47%-16.7pp | -0.03%-16.2pp | 418.13%-434.3pp |
| Employer contribution / active EE | $2,129 | $5,620-62.1% | $4,952-57.0% | $4,741-55.1% |
| Participant deferral / active EE | $2,322 | $6,447-64.0% | $5,638-58.8% | $6,400-63.7% |
| Admin fee / account holder | $19,896 | $18,091+10.0% | $14,675+35.6% | $11,427+74.1% |