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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 | $5,781 | $94,436-93.9% | $115,599-95.0% | $82,637-93.0% |
| Participation rate | 97.4% | 70.4%+26.9pp | 74.3%+23.1pp | 68.1%+29.3pp |
| Annual return | 0.00% | 18.37%-18.4pp | 111.10%-111.1pp | 53.51%-53.5pp |
| Employer contribution / active EE | $2,805 | $2,324+20.7% | $2,955-5.1% | $2,552+9.9% |
| Participant deferral / active EE | $2,612 | $3,955-34.0% | $4,889-46.6% | $4,126-36.7% |
| Admin fee / account holder | $542 | $10,328-94.8% | $12,841-95.8% | $7,339-92.6% |