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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 | $10,117 | $57,045-82.3% | $387,043-97.4% | $57,045-82.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 100.0%0pp | 80.5%+19.5pp |
| Annual return | 5.68% | -16.56%+22.2pp | 6.62%-0.9pp | -16.56%+22.2pp |
| Employer contribution / active EE | $2,323 | $2,813-17.4% | $12,025-80.7% | $2,813-17.4% |
| Participant deferral / active EE | $0 | $3,514-100.0% | $11,800-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1,479 | $1,022+44.7% | $3,038-51.3% | $1,022+44.7% |