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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 | $10,993 | $167,353-93.4% | $143,797-92.4% | $134,545-91.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -1.32% | 0.48%-1.8pp | -0.04%-1.3pp | 418.37%-419.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,579 | $6,447-60.0% | $5,638-54.3% | $6,401-59.7% |
| Admin fee / account holder | $1,185 | $18,096-93.5% | $14,679-91.9% | $11,431-89.6% |