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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 | $28,160 | $767,447-96.3% | $741,050-96.2% | $564,480-95.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.3%+13.7pp | 89.1%+10.9pp |
| Annual return | -16.43% | -16.51%+0.1pp | -17.37%+0.9pp | -14.07%-2.4pp |
| Employer contribution / active EE | $17,379 | $31,544-44.9% | $31,041-44.0% | $29,221-40.5% |
| Participant deferral / active EE | $0 | $951-100.0% | $1,035-100.0% | $5,729-100.0% |
| Admin fee / account holder | $22,971 | $8,875+158.8% | $8,481+170.9% | $27,140-15.4% |