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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 | $11,229 | $45,152-75.1% | $73,836-84.8% | $59,633-81.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.29% | 27.40%-27.7pp | 2268.06%-2268.3pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $650 | $1,901-65.8% | $2,787-76.7% | $2,203-70.5% |
| Participant deferral / active EE | $1,592 | $2,573-38.1% | $3,583-55.6% | $3,192-50.1% |
| Admin fee / account holder | $2,079 | $3,515-40.8% | $4,882-57.4% | $4,297-51.6% |