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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 | $15,970 | $59,332-73.1% | $90,223-82.3% | $59,633-73.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.0%+21.0pp | 68.7%+31.3pp |
| Annual return | -0.29% | 3.25%-3.5pp | 1.31%-1.6pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,469 | $3,031-51.5% | $4,378-66.5% | $2,203-33.3% |
| Participant deferral / active EE | $2,464 | $4,369-43.6% | $5,792-57.5% | $3,192-22.8% |
| Admin fee / account holder | $2,154 | $5,032-57.2% | $7,406-70.9% | $4,297-49.9% |