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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 | $75,822 | $218,893-65.4% | $436,953-82.6% | $233,076-67.5% |
| Participation rate | 90.0% | 49.9%+40.1pp | 44.2%+45.8pp | 46.4%+43.6pp |
| Annual return | -4.96% | -114.99%+110.0pp | -102.04%+97.1pp | -82.67%+77.7pp |
| Employer contribution / active EE | $14,015 | $39,361-64.4% | $36,232-61.3% | $43,771-68.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $1,025 | $11,759-91.3% | $12,721-91.9% | $11,204-90.8% |