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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 | $76,024 | $76,0240% | $846,462-91.0% | $50,876+49.4% |
| Participation rate | 100.0% | 4.2%+95.8pp | 23.1%+76.9pp | 15.7%+84.3pp |
| Annual return | -2.06% | -0.83%-1.2pp | -0.81%-1.3pp | -7.14%+5.1pp |
| Employer contribution / active EE | $17,282 | $16,035+7.8% | $38,425-55.0% | $14,613+18.3% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $1,494 | $1,4940% | $15,697-90.5% | $1,191+25.4% |