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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 | $142,913 | $187,247-23.7% | $164,721-13.2% | $350,051-59.2% |
| Participation rate | 100.0% | 44.0%+56.0pp | 21.0%+79.0pp | 44.5%+55.5pp |
| Annual return | -15.10% | -5.84%-9.3pp | -5.85%-9.3pp | -14.65%-0.5pp |
| Employer contribution / active EE | $27,275 | $39,394-30.8% | $31,839-14.3% | $46,321-41.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $723 | $1,070-32.4% | $1,000-27.7% | $14,582-95.0% |