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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 | $4,543 | $54,355-91.6% | $82,744-94.5% | $68,486-93.4% |
| Participation rate | 95.7% | 63.9%+31.7pp | 72.6%+23.1pp | 67.9%+27.8pp |
| Annual return | 0.00% | -13.67%+13.7pp | 702.22%-702.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,382 | $2,219+7.4% | $3,008-20.8% | $2,597-8.3% |
| Participant deferral / active EE | $2,125 | $3,246-34.5% | $4,395-51.6% | $4,028-47.2% |
| Admin fee / account holder | $860 | $4,397-80.4% | $5,325-83.8% | $5,404-84.1% |