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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 | $92,219-100.0% | $76,767-100.0% | $135,380-100.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $920 | $3,216-71.4% | $2,485-63.0% | $4,779-80.7% |
| Participant deferral / active EE | $2,743 | $4,508-39.2% | $3,852-28.8% | $5,609-51.1% |
| Admin fee / account holder | $3,663 | $10,749-65.9% | $6,675-45.1% | $10,828-66.2% |