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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 | $5,536 | $45,152-87.7% | $73,845-92.5% | $59,632-90.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.40% | 27.40%-27.8pp | 2267.91%-2268.3pp | 2041.32%-2041.7pp |
| Employer contribution / active EE | $345 | $1,902-81.9% | $2,788-87.6% | $2,203-84.3% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $305 | $3,516-91.3% | $4,881-93.7% | $4,297-92.9% |