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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 | $15,751 | $89,367-82.4% | $141,191-88.8% | $72,975-78.4% |
| Participation rate | 91.1% | 75.1%+16.0pp | 82.5%+8.6pp | 69.5%+21.6pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,886 | $3,115-39.4% | $4,736-60.2% | $2,440-22.7% |
| Participant deferral / active EE | $3,349 | $5,419-38.2% | $6,710-50.1% | $3,608-7.2% |
| Admin fee / account holder | $531 | $5,957-91.1% | $10,264-94.8% | $5,124-89.6% |