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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 | $15,379 | $92,219-83.3% | $76,767-80.0% | $135,380-88.6% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -6.81% | 5.46%-12.3pp | 2.43%-9.2pp | 519.81%-526.6pp |
| Employer contribution / active EE | $2,818 | $3,216-12.4% | $2,485+13.4% | $4,779-41.0% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,019 | $10,749-90.5% | $6,675-84.7% | $10,828-90.6% |