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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 | $3,545 | $95,188-96.3% | $76,518-95.4% | $135,380-97.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.29% | 4.85%-10.1pp | -0.27%-5.0pp | 519.81%-525.1pp |
| Employer contribution / active EE | $711 | $3,303-78.5% | $2,647-73.1% | $4,779-85.1% |
| Participant deferral / active EE | $1,562 | $4,640-66.3% | $3,836-59.3% | $5,609-72.2% |
| Admin fee / account holder | $3,108 | $6,249-50.3% | $4,849-35.9% | $10,828-71.3% |