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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 | $5,983 | $84,236-92.9% | $170,435-96.5% | $70,126-91.5% |
| Participation rate | 90.7% | 70.8%+19.9pp | 83.6%+7.1pp | 69.5%+21.2pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,682 | $3,387-20.8% | $5,432-50.6% | $2,343+14.5% |
| Participant deferral / active EE | $2,859 | $3,086-7.3% | $4,939-42.1% | $3,332-14.2% |
| Admin fee / account holder | $312 | $5,698-94.5% | $13,881-97.8% | $4,645-93.3% |