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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 | $17,689 | $78,694-77.5% | $67,653-73.9% | $125,388-85.9% |
| Participation rate | 70.0% | 78.8%-8.8pp | 75.7%-5.7pp | 83.2%-13.2pp |
| Annual return | -0.53% | 9.46%-10.0pp | 6625.22%-6625.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $880 | $3,044-71.1% | $2,266-61.2% | $4,866-81.9% |
| Participant deferral / active EE | $1,929 | $4,292-55.1% | $3,560-45.8% | $5,352-63.9% |
| Admin fee / account holder | $1,580 | $7,403-78.7% | $4,821-67.2% | $9,541-83.4% |