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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 | $3,900 | $127,790-96.9% | $106,555-96.3% | $167,536-97.7% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 0.00% | 33.88%-33.9pp | 26.80%-26.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,865 | $3,428-45.6% | $2,819-33.9% | $4,839-61.5% |
| Participant deferral / active EE | $2,490 | $5,088-51.1% | $4,399-43.4% | $6,342-60.7% |
| Admin fee / account holder | $1,524 | $11,229-86.4% | $7,408-79.4% | $12,315-87.6% |