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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 | $6,618 | $97,648-93.2% | $121,663-94.6% | $87,485-92.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 0.00% | 18.03%-18.0pp | 147.54%-147.5pp | 26.06%-26.1pp |
| Employer contribution / active EE | $3,428 | $2,300+49.0% | $3,020+13.5% | $2,596+32.0% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,867 | $11,100-74.2% | $14,289-79.9% | $7,775-63.1% |