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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 | $73,162 | $212,469-65.6% | $477,209-84.7% | $254,510-71.3% |
| Participation rate | 100.0% | 29.4%+70.6pp | 10.2%+89.8pp | 43.0%+57.0pp |
| Annual return | 0.84% | -14.68%+15.5pp | -2.84%+3.7pp | 259.14%-258.3pp |
| Employer contribution / active EE | $9,185 | $47,728-80.8% | $33,329-72.4% | $41,471-77.9% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $14,029 | $3,190+339.8% | $2,475+466.8% | $21,546-34.9% |