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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 | $16,144 | $211,946-92.4% | $169,452-90.5% | $135,380-88.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.92% | 3.26%-4.2pp | 1.83%-2.8pp | 519.81%-520.7pp |
| Employer contribution / active EE | $782 | $5,117-84.7% | $4,157-81.2% | $4,779-83.6% |
| Participant deferral / active EE | $2,089 | $6,075-65.6% | $5,277-60.4% | $5,609-62.8% |
| Admin fee / account holder | $3,352 | $11,472-70.8% | $9,110-63.2% | $10,828-69.0% |