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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 | $120,576 | $479,618-74.9% | $138,598-13.0% | $479,618-74.9% |
| Participation rate | 100.0% | 89.3%+10.7pp | 98.1%+1.9pp | 89.3%+10.7pp |
| Annual return | -5.04% | 101.32%-106.4pp | -1.57%-3.5pp | 101.32%-106.4pp |
| Employer contribution / active EE | $3,650 | $22,484-83.8% | $11,733-68.9% | $22,484-83.8% |
| Participant deferral / active EE | $8,407 | $7,699+9.2% | $7,210+16.6% | $7,699+9.2% |
| Admin fee / account holder | $1,838 | $12,520-85.3% | $2,828-35.0% | $12,520-85.3% |