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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 | $21,524 | $124,346-82.7% | $111,308-80.7% | $167,536-87.2% |
| Participation rate | 81.0% | 79.6%+1.3pp | 77.3%+3.6pp | 82.1%-1.2pp |
| Annual return | 0.00% | 37.45%-37.5pp | 54.67%-54.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,670 | $3,437-51.4% | $2,732-38.9% | $4,839-65.5% |
| Participant deferral / active EE | $2,046 | $5,182-60.5% | $4,487-54.4% | $6,342-67.7% |
| Admin fee / account holder | $1,717 | $10,621-83.8% | $7,965-78.4% | $12,315-86.1% |