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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 | $0 | $78,694-100.0% | $67,652-100.0% | $125,389-100.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.40%-6625.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $519 | $3,044-82.9% | $2,266-77.1% | $4,866-89.3% |
| Participant deferral / active EE | $1,477 | $4,292-65.6% | $3,560-58.5% | $5,352-72.4% |
| Admin fee / account holder | $1,996 | $7,403-73.0% | $4,821-58.6% | $9,541-79.1% |