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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 | $13,830 | $63,953-78.4% | $54,726-74.7% | $135,379-89.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | -5.77%+5.8pp | -4.56%+4.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $4,256-100.0% | $3,449-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $15,000 | $4,810+211.8% | $3,953+279.5% | $5,609+167.4% |
| Admin fee / account holder | $368 | $4,567-91.9% | $3,818-90.4% | $10,828-96.6% |