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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 | $3,537 | $57,140-93.8% | $85,240-95.9% | $80,959-95.6% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 0.00% | 21.71%-21.7pp | 66.75%-66.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,307 | $1,802-27.4% | $2,735-52.2% | $2,757-52.6% |
| Participant deferral / active EE | $3,311 | $3,115+6.3% | $4,527-26.9% | $4,300-23.0% |
| Admin fee / account holder | $356 | $4,992-92.9% | $6,165-94.2% | $6,925-94.9% |