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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 | $4,232 | $53,162-92.0% | $91,227-95.4% | $68,490-93.8% |
| Participation rate | 88.0% | 63.2%+24.8pp | 73.2%+14.8pp | 67.9%+20.1pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.14%-114.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $5,190 | $1,709+203.6% | $2,851+82.0% | $2,597+99.9% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $849 | $4,493-81.1% | $5,423-84.3% | $5,403-84.3% |