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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 | $10,076 | $479,618-97.9% | $18,970-46.9% | $479,618-97.9% |
| Participation rate | 100.0% | 89.3%+10.7pp | 48.1%+51.9pp | 89.3%+10.7pp |
| Annual return | 0.00% | 101.32%-101.3pp | 0.22%-0.2pp | 101.32%-101.3pp |
| Employer contribution / active EE | $12,155 | $22,484-45.9% | $5,056+140.4% | $22,484-45.9% |
| Participant deferral / active EE | $0 | $7,699-100.0% | $1,657-100.0% | $7,699-100.0% |
| Admin fee / account holder | $1,089 | $12,520-91.3% | $1,675-35.0% | $12,520-91.3% |