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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 | $8,590 | $263,064-96.7% | $33,039-74.0% | $263,064-96.7% |
| Participation rate | 100.0% | 95.8%+4.2pp | 91.8%+8.2pp | 95.8%+4.2pp |
| Annual return | 1.84% | -1.59%+3.4pp | -0.38%+2.2pp | -1.59%+3.4pp |
| Employer contribution / active EE | $0 | $33,160-100.0% | $2,495-100.0% | $33,160-100.0% |
| Participant deferral / active EE | $1,764 | $7,831-77.5% | $1,794-1.6% | $7,831-77.5% |
| Admin fee / account holder | $6,626 | $9,535-30.5% | $3,066+116.1% | $9,535-30.5% |