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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 | $9,494 | $61,388-84.5% | $336,006-97.2% | $61,388-84.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 100.0%0pp | 74.9%+25.1pp |
| Annual return | -10.41% | -18.84%+8.4pp | -11.74%+1.3pp | -18.84%+8.4pp |
| Employer contribution / active EE | $2,902 | $4,190-30.7% | $49,371-94.1% | $4,190-30.7% |
| Participant deferral / active EE | $0 | $3,868-100.0% | $8,278-100.0% | $3,868-100.0% |
| Admin fee / account holder | $756 | $3,736-79.8% | $47,183-98.4% | $3,736-79.8% |