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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 | $4,426 | $63,710-93.1% | $227,127-98.1% | $63,710-93.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 79.4%+20.6pp | 75.2%+24.8pp |
| Annual return | -0.87% | 3.90%-4.8pp | -0.24%-0.6pp | 3.90%-4.8pp |
| Employer contribution / active EE | $1,537 | $6,662-76.9% | $28,293-94.6% | $6,662-76.9% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $32-100.0% | $2,030-100.0% |
| Admin fee / account holder | $423 | $2,967-85.7% | $2,482-82.9% | $2,967-85.7% |