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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 | $9,492 | $131,835-92.8% | $108,582-91.3% | $273,972-96.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.68% | -91.57%+96.2pp | -51.70%+56.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,669 | $5,127-67.4% | $4,311-61.3% | $5,287-68.4% |
| Admin fee / account holder | $2,034 | $10,253-80.2% | $7,645-73.4% | $10,133-79.9% |