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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 | $15,555 | $54,380-71.4% | $68,509-77.3% | $59,633-73.9% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -0.54% | 2.83%-3.4pp | 8.27%-8.8pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,082 | $1,539-29.7% | $2,278-52.5% | $2,203-50.9% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,267 | $3,885-67.4% | $5,275-76.0% | $4,297-70.5% |