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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 | $4,883 | $54,105-91.0% | $223,170-97.8% | $54,105-91.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 87.5%+12.5pp | 78.8%+21.2pp |
| Annual return | 3.56% | 4.97%-1.4pp | -4.91%+8.5pp | 4.97%-1.4pp |
| Employer contribution / active EE | $1,257 | $7,091-82.3% | $23,904-94.7% | $7,091-82.3% |
| Participant deferral / active EE | $0 | $1,890-100.0% | $0 | $1,890-100.0% |
| Admin fee / account holder | $858 | $4,098-79.1% | $104,760-99.2% | $4,098-79.1% |