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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 | $6,787 | $87,060-92.2% | $105,591-93.6% | $80,911-91.6% |
| Participation rate | 71.4% | 70.4%+1.0pp | 75.3%-3.9pp | 67.6%+3.8pp |
| Annual return | 0.00% | 17.05%-17.0pp | 116.43%-116.4pp | 35.63%-35.6pp |
| Employer contribution / active EE | $1,876 | $2,396-21.7% | $3,166-40.8% | $2,756-31.9% |
| Participant deferral / active EE | $3,238 | $3,986-18.8% | $5,008-35.3% | $4,297-24.6% |
| Admin fee / account holder | $343 | $8,442-95.9% | $11,024-96.9% | $6,935-95.1% |