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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 | $10,251 | $56,200-81.8% | $67,653-84.8% | $59,633-82.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.35% | 18506.71%-18507.1pp | 6625.22%-6625.6pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $1,397 | $1,615-13.5% | $2,266-38.3% | $2,203-36.6% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,085 | $3,959-22.1% | $4,821-36.0% | $4,297-28.2% |