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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 | $20,235 | $81,258-75.1% | $105,218-80.8% | $59,633-66.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 77.2%+22.8pp | 68.7%+31.3pp |
| Annual return | -0.80% | 1.96%-2.8pp | 5.33%-6.1pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $6,410 | $2,562+150.2% | $3,255+96.9% | $2,203+191.0% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $4,867-100.0% | $3,192-100.0% |
| Admin fee / account holder | $435 | $5,841-92.5% | $6,992-93.8% | $4,297-89.9% |