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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 | $21,212 | $102,422-79.3% | $147,117-85.6% | $80,959-73.8% |
| Participation rate | 79.2% | 75.9%+3.3pp | 82.2%-3.0pp | 67.7%+11.6pp |
| Annual return | 0.00% | 135.16%-135.2pp | 420.54%-420.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,415 | $3,717-61.9% | $4,932-71.3% | $2,757-48.7% |
| Participant deferral / active EE | $3,417 | $6,652-48.6% | $8,065-57.6% | $4,300-20.5% |
| Admin fee / account holder | $1,690 | $7,953-78.8% | $12,993-87.0% | $6,925-75.6% |