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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 | $245,984 | $218,893+12.4% | $436,953-43.7% | $233,076+5.5% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | 0.00% | -114.98%+115.0pp | -102.04%+102.0pp | -82.66%+82.7pp |
| Employer contribution / active EE | $14,705 | $39,361-62.6% | $36,232-59.4% | $43,771-66.4% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $10,194 | $11,759-13.3% | $12,721-19.9% | $11,204-9.0% |