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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 | $99,683 | $68,458+45.6% | $68,458+45.6% | $233,076-57.2% |
| Participation rate | 92.3% | 24.0%+68.3pp | 10.1%+82.2pp | 46.4%+45.9pp |
| Annual return | -6.57% | -0.13%-6.4pp | -0.87%-5.7pp | -82.67%+76.1pp |
| Employer contribution / active EE | $17,466 | $29,094-40.0% | $21,826-20.0% | $43,771-60.1% |
| Participant deferral / active EE | $0 | $764-100.0% | $656-100.0% | $103-100.0% |
| Admin fee / account holder | $331 | $165+100.0% | $165+100.0% | $11,204-97.0% |