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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 | $16,905 | $167,353-89.9% | $143,797-88.2% | $134,545-87.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.95% | 0.48%-8.4pp | -0.04%-7.9pp | 418.37%-426.3pp |
| Employer contribution / active EE | $1,869 | $5,620-66.8% | $4,952-62.3% | $4,742-60.6% |
| Participant deferral / active EE | $2,721 | $6,447-57.8% | $5,638-51.7% | $6,401-57.5% |
| Admin fee / account holder | $1,961 | $18,096-89.2% | $14,679-86.6% | $11,431-82.8% |