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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 | $13,554 | $82,674-83.6% | $125,363-89.2% | $68,495-80.2% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -4.51% | -5.97%+1.5pp | 572.15%-576.7pp | -7.84%+3.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,735 | $6,111+10.2% | $7,447-9.6% | $4,028+67.2% |
| Admin fee / account holder | $2,854 | $6,276-54.5% | $10,005-71.5% | $5,403-47.2% |