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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 | $12,245 | $63,953-80.9% | $54,726-77.6% | $135,379-91.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | 3.61% | -5.77%+9.4pp | -4.56%+8.2pp | 519.79%-516.2pp |
| Employer contribution / active EE | $2,619 | $4,256-38.5% | $3,449-24.1% | $4,779-45.2% |
| Participant deferral / active EE | $0 | $4,810-100.0% | $3,953-100.0% | $5,609-100.0% |
| Admin fee / account holder | $653 | $4,567-85.7% | $3,818-82.9% | $10,828-94.0% |