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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 | $6,233 | $95,453-93.5% | $112,040-94.4% | $82,448-92.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 0.00% | 23.92%-23.9pp | 24.52%-24.5pp | 41.64%-41.6pp |
| Employer contribution / active EE | $1,053 | $2,318-54.5% | $2,954-64.3% | $2,551-58.7% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $822 | $9,013-90.9% | $12,098-93.2% | $7,234-88.6% |