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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 | $10,213 | $110,379-90.7% | $102,412-90.0% | $145,884-93.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 24.84%-24.8pp | 24.94%-24.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $3,480 | $4,216-17.5% | $3,870-10.1% | $4,662-25.4% |
| Participant deferral / active EE | $8,056 | $5,622+43.3% | $5,060+59.2% | $6,690+20.4% |
| Admin fee / account holder | $517 | $9,745-94.7% | $8,388-93.8% | $13,392-96.1% |