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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 | $191,380 | $278,553-31.3% | $267,477-28.4% | $349,369-45.2% |
| Participation rate | 100.0% | 44.1%+55.9pp | 35.5%+64.5pp | 44.4%+55.6pp |
| Annual return | -10.75% | -41.92%+31.2pp | -38.86%+28.1pp | -14.65%+3.9pp |
| Employer contribution / active EE | $24,453 | $40,095-39.0% | $37,752-35.2% | $46,321-47.2% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $2,092 | $15,763-86.7% | $16,942-87.7% | $14,582-85.7% |