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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 | $21,091 | $65,704-67.9% | $94,229-77.6% | $59,633-64.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.48% | 5.22%-5.7pp | 10.68%-11.2pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,675 | $2,021-17.1% | $3,587-53.3% | $2,203-24.0% |
| Participant deferral / active EE | $2,128 | $3,143-32.3% | $4,320-50.7% | $3,192-33.3% |
| Admin fee / account holder | $1,467 | $4,265-65.6% | $6,269-76.6% | $4,297-65.9% |