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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 | $6,368 | $62,209-89.8% | $211,880-97.0% | $62,209-89.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 90.0%+10.0pp | 71.6%+28.4pp |
| Annual return | 7.65% | -17.02%+24.7pp | 11.22%-3.6pp | -17.02%+24.7pp |
| Employer contribution / active EE | $1,835 | $2,624-30.1% | $17,490-89.5% | $2,624-30.1% |
| Participant deferral / active EE | $0 | $2,001-100.0% | $5,556-100.0% | $2,001-100.0% |
| Admin fee / account holder | $1,224 | $3,274-62.6% | $57,561-97.9% | $3,274-62.6% |