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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 | $77,460-96.9% | $100,378-97.6% | $80,925-97.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 0.00% | 37.24%-37.2pp | 49.41%-49.4pp | 35.65%-35.6pp |
| Employer contribution / active EE | $23,191 | $2,801+727.9% | $3,942+488.3% | $2,756+741.4% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,087-100.0% | $4,299-100.0% |
| Admin fee / account holder | $22,038 | $5,887+274.4% | $7,899+179.0% | $6,940+217.5% |