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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 | $102,832 | $187,247-45.1% | $164,721-37.6% | $349,369-70.6% |
| Participation rate | 100.0% | 44.0%+56.0pp | 21.0%+79.0pp | 44.4%+55.6pp |
| Annual return | -12.20% | -5.84%-6.4pp | -5.85%-6.4pp | -14.65%+2.4pp |
| Employer contribution / active EE | $16,667 | $39,394-57.7% | $31,839-47.7% | $46,321-64.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $1,844 | $1,070+72.3% | $1,000+84.3% | $14,582-87.4% |