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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 | $5,548 | $167,362-96.7% | $143,799-96.1% | $134,532-95.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.95% | 0.47%-15.4pp | -0.04%-14.9pp | 418.27%-433.2pp |
| Employer contribution / active EE | $1,993 | $5,620-64.5% | $4,952-59.8% | $4,741-58.0% |
| Participant deferral / active EE | $2,161 | $6,447-66.5% | $5,638-61.7% | $6,401-66.2% |
| Admin fee / account holder | $1,523 | $18,094-91.6% | $14,677-89.6% | $11,429-86.7% |