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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 | $44,566 | $281,394-84.2% | $270,125-83.5% | $350,051-87.3% |
| Participation rate | 100.0% | 44.3%+55.7pp | 35.7%+64.3pp | 44.5%+55.5pp |
| Annual return | -8.94% | -41.92%+33.0pp | -38.86%+29.9pp | -14.65%+5.7pp |
| Employer contribution / active EE | $17,691 | $40,095-55.9% | $37,752-53.1% | $46,321-61.8% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $810 | $15,763-94.9% | $16,942-95.2% | $14,582-94.4% |