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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 | $12,017 | $100,811-88.1% | $86,698-86.1% | $134,545-91.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 1.80% | 29.11%-27.3pp | 35.96%-34.2pp | 418.37%-416.6pp |
| Employer contribution / active EE | $2,991 | $3,490-14.3% | $2,837+5.4% | $4,742-36.9% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,153 | $10,926-89.4% | $7,492-84.6% | $11,431-89.9% |