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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 | $14,607 | $167,362-91.3% | $143,799-89.8% | $134,532-89.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.29% | 0.47%-18.8pp | -0.04%-18.2pp | 418.27%-436.6pp |
| Employer contribution / active EE | $2,169 | $5,620-61.4% | $4,952-56.2% | $4,741-54.2% |
| Participant deferral / active EE | $2,992 | $6,447-53.6% | $5,638-46.9% | $6,401-53.3% |
| Admin fee / account holder | $1,886 | $18,094-89.6% | $14,677-87.1% | $11,429-83.5% |