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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 | $12,649 | $52,519-75.9% | $155,789-91.9% | $59,633-78.8% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 0.77% | 53.51%-52.7pp | 71.54%-70.8pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $1,910 | $1,589+20.2% | $3,839-50.2% | $2,203-13.3% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,798-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,316 | $3,540-62.8% | $7,477-82.4% | $4,297-69.4% |