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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 | $87,106-92.2% | $105,607-93.6% | $80,935-91.6% |
| Participation rate | 71.4% | 70.4%+1.0pp | 75.3%-3.8pp | 67.7%+3.8pp |
| Annual return | 0.00% | 17.01%-17.0pp | 116.11%-116.1pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,876 | $2,396-21.7% | $3,167-40.8% | $2,757-32.0% |
| Participant deferral / active EE | $3,238 | $3,986-18.8% | $5,011-35.4% | $4,299-24.7% |
| Admin fee / account holder | $343 | $8,447-95.9% | $10,958-96.9% | $6,924-95.0% |