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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 | $45,030 | $233,278-80.7% | $379,314-88.1% | $233,076-80.7% |
| Participation rate | 100.0% | 37.6%+62.4pp | 17.4%+82.6pp | 46.4%+53.6pp |
| Annual return | -3.10% | -2.89%-0.2pp | -2.18%-0.9pp | -82.67%+79.6pp |
| Employer contribution / active EE | $11,538 | $50,326-77.1% | $38,751-70.2% | $43,771-73.6% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $5,067 | $4,632+9.4% | $4,180+21.2% | $11,204-54.8% |