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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 | $3,762 | $100,139-96.2% | $85,187-95.6% | $145,884-97.4% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 0.00% | 84.15%-84.2pp | 66.67%-66.7pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,381 | $3,238-57.4% | $2,732-49.5% | $4,662-70.4% |
| Participant deferral / active EE | $2,284 | $5,296-56.9% | $4,525-49.5% | $6,690-65.9% |
| Admin fee / account holder | $707 | $7,262-90.3% | $6,162-88.5% | $13,392-94.7% |