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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 | $21,927 | $102,422-78.6% | $147,117-85.1% | $80,959-72.9% |
| Participation rate | 87.8% | 75.9%+12.0pp | 82.2%+5.7pp | 67.7%+20.2pp |
| Annual return | 0.00% | 135.16%-135.2pp | 420.54%-420.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $6,004 | $3,717+61.5% | $4,932+21.7% | $2,757+117.8% |
| Participant deferral / active EE | $8,010 | $6,652+20.4% | $8,065-0.7% | $4,300+86.3% |
| Admin fee / account holder | $972 | $7,953-87.8% | $12,993-92.5% | $6,925-86.0% |