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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 | $84,346 | $266,915-68.4% | $319,010-73.6% | $350,051-75.9% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.5%+55.5pp |
| Annual return | -14.74% | 12.39%-27.1pp | 10.22%-25.0pp | -14.65%-0.1pp |
| Employer contribution / active EE | $16,381 | $53,662-69.5% | $51,198-68.0% | $46,321-64.6% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $643 | $9,726-93.4% | $10,810-94.1% | $14,582-95.6% |