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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 | $2,387 | $77,472-96.9% | $100,415-97.6% | $80,959-97.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 0.00% | 37.26%-37.3pp | 49.47%-49.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $23,191 | $2,800+728.1% | $3,943+488.2% | $2,757+741.1% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,091-100.0% | $4,300-100.0% |
| Admin fee / account holder | $22,038 | $5,885+274.5% | $7,906+178.8% | $6,925+218.2% |