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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 | $2,480 | $45,566-94.6% | $64,105-96.1% | $59,632-95.8% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 0.20% | 4.95%-4.8pp | 791.24%-791.0pp | 2041.32%-2041.1pp |
| Employer contribution / active EE | $463 | $934-50.4% | $1,820-74.6% | $2,203-79.0% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,788 | $3,268-14.7% | $4,499-38.0% | $4,297-35.1% |