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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 | $13,117 | $447,195-97.1% | $447,195-97.1% | $350,051-96.3% |
| Participation rate | 100.0% | 44.0%+56.0pp | 25.8%+74.2pp | 44.5%+55.5pp |
| Annual return | -2.25% | -10.58%+8.3pp | -11.06%+8.8pp | -14.65%+12.4pp |
| Employer contribution / active EE | $2,240 | $62,232-96.4% | $55,362-96.0% | $46,321-95.2% |
| Participant deferral / active EE | $3,829 | $19+20577.4% | $26+14551.9% | $60+6279.1% |
| Admin fee / account holder | $14,934 | $3,572+318.0% | $3,572+318.0% | $14,582+2.4% |