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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 | $13,464 | $167,362-92.0% | $143,799-90.6% | $134,532-90.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.03% | 0.47%-18.5pp | -0.04%-18.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,752 | $5,620-68.8% | $4,952-64.6% | $4,741-63.1% |
| Participant deferral / active EE | $2,280 | $6,447-64.6% | $5,638-59.6% | $6,401-64.4% |
| Admin fee / account holder | $993 | $18,094-94.5% | $14,677-93.2% | $11,429-91.3% |