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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 | $16,824 | $92,219-81.8% | $76,767-78.1% | $135,380-87.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.50% | 5.46%-9.0pp | 2.43%-5.9pp | 519.81%-523.3pp |
| Employer contribution / active EE | $742 | $3,216-76.9% | $2,485-70.1% | $4,779-84.5% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,073 | $10,749-15.6% | $6,675+35.9% | $10,828-16.2% |