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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 | $20,093 | $81,870-75.5% | $119,634-83.2% | $68,490-70.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -6.09% | -23.82%+17.7pp | -14.98%+8.9pp | -7.85%+1.8pp |
| Employer contribution / active EE | $5,202 | $2,692+93.3% | $4,232+22.9% | $2,597+100.3% |
| Participant deferral / active EE | $3,537 | $4,148-14.7% | $5,601-36.9% | $4,028-12.2% |
| Admin fee / account holder | $2,539 | $6,583-61.4% | $10,329-75.4% | $5,403-53.0% |