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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 | $16,9050% | $16,9050% | $237,064-92.9% |
| Participation rate | 100.0% | 50.0%+50.0pp | 16.7%+83.3pp | 45.6%+54.4pp |
| Annual return | 3.32% | 1.84%+1.5pp | 2.70%+0.6pp | 4.16%-0.8pp |
| Employer contribution / active EE | $3,750 | $28,927-87.0% | $23,479-84.0% | $42,918-91.3% |
| Participant deferral / active EE | $0 | $1,250-100.0% | $1,103-100.0% | $128-100.0% |
| Admin fee / account holder | $724 | $7240% | $7240% | $21,465-96.6% |