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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 | $16,568 | $167,353-90.1% | $143,797-88.5% | $134,545-87.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -8.23% | 0.48%-8.7pp | -0.04%-8.2pp | 418.37%-426.6pp |
| Employer contribution / active EE | $2,315 | $5,620-58.8% | $4,952-53.3% | $4,742-51.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $21,396 | $18,096+18.2% | $14,679+45.8% | $11,431+87.2% |