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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 | $94,031-93.9% | $115,768-95.0% | $82,448-93.0% |
| Participation rate | 97.4% | 70.4%+27.0pp | 74.4%+23.0pp | 68.1%+29.3pp |
| Annual return | 0.00% | 20.61%-20.6pp | 100.46%-100.5pp | 41.64%-41.6pp |
| Employer contribution / active EE | $2,805 | $2,323+20.7% | $2,940-4.6% | $2,551+10.0% |
| Participant deferral / active EE | $2,612 | $3,972-34.2% | $4,917-46.9% | $4,139-36.9% |
| Admin fee / account holder | $542 | $10,249-94.7% | $12,439-95.6% | $7,234-92.5% |