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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 | $14,473 | $103,966-86.1% | $112,899-87.2% | $75,173-80.7% |
| Participation rate | 97.5% | 75.7%+21.8pp | 80.5%+17.0pp | 67.2%+30.3pp |
| Annual return | 0.00% | 24.54%-24.5pp | 34.11%-34.1pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,654 | $3,870-57.3% | $4,566-63.8% | $2,671-38.1% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,516-100.0% | $4,126-100.0% |
| Admin fee / account holder | $362 | $7,663-95.3% | $7,047-94.9% | $5,651-93.6% |