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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 | $102,393-79.3% | $147,041-85.6% | $80,911-73.8% |
| Participation rate | 79.2% | 75.9%+3.4pp | 82.2%-2.9pp | 67.6%+11.6pp |
| Annual return | 0.00% | 134.95%-134.9pp | 419.21%-419.2pp | 35.63%-35.6pp |
| Employer contribution / active EE | $1,415 | $3,715-61.9% | $4,935-71.3% | $2,756-48.6% |
| Participant deferral / active EE | $3,417 | $6,647-48.6% | $8,071-57.7% | $4,297-20.5% |
| Admin fee / account holder | $1,690 | $7,943-78.7% | $13,006-87.0% | $6,935-75.6% |