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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 | $145,226 | $53,391+172.0% | $518,057-72.0% | $53,391+172.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 91.7%+8.3pp | 64.1%+35.9pp |
| Annual return | -10.53% | -12.46%+1.9pp | -16.25%+5.7pp | -12.46%+1.9pp |
| Employer contribution / active EE | $9,213 | $15,405-40.2% | $35,595-74.1% | $15,405-40.2% |
| Participant deferral / active EE | $0 | $1,313-100.0% | $13,176-100.0% | $1,313-100.0% |
| Admin fee / account holder | $19,351 | $5,411+257.6% | $44,019-56.0% | $5,411+257.6% |