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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 | $3,419 | $93,598-96.3% | $135,974-97.5% | $75,173-95.5% |
| Participation rate | 90.2% | 75.2%+15.0pp | 81.9%+8.3pp | 67.2%+23.0pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.30%-68.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,995 | $6,405-53.2% | $7,760-61.4% | $4,126-27.4% |
| Admin fee / account holder | $1,397 | $6,978-80.0% | $10,767-87.0% | $5,651-75.3% |