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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 | $21,077 | $293,085-92.8% | $293,085-92.8% | $430,769-95.1% |
| Participation rate | 100.0% | 86.7%+13.3pp | 86.7%+13.3pp | 90.6%+9.4pp |
| Annual return | 6.06% | -28.53%+34.6pp | -21.55%+27.6pp | 10.77%-4.7pp |
| Employer contribution / active EE | $0 | $6,436-100.0% | $5,774-100.0% | $26,022-100.0% |
| Participant deferral / active EE | $1,754 | $4,334-59.5% | $3,831-54.2% | $6,968-74.8% |
| Admin fee / account holder | $2,207 | $5,672-61.1% | $5,672-61.1% | $18,309-87.9% |