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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 | $10,550 | $59,633-82.3% | - | $59,633-82.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | - | 68.7%+31.3pp |
| Annual return | 0.69% | 2041.40%-2040.7pp | - | 2041.40%-2040.7pp |
| Employer contribution / active EE | $671 | $2,203-69.5% | - | $2,203-69.5% |
| Participant deferral / active EE | $1,578 | $3,192-50.6% | - | $3,192-50.6% |
| Admin fee / account holder | $897 | $4,297-79.1% | - | $4,297-79.1% |