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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 | $8,219 | $140,578-94.2% | $100,671-91.8% | $125,389-93.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 1.58% | 24.67%-23.1pp | 20.43%-18.8pp | 282.24%-280.7pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,792 | $3,981-55.0% | $3,144-43.0% | $5,352-66.5% |
| Admin fee / account holder | $25,915 | $6,716+285.9% | $4,850+434.4% | $9,541+171.6% |