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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 | $17,671 | $65,704-73.1% | $94,229-81.2% | $59,633-70.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.12% | 5.22%-5.3pp | 10.68%-10.8pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $2,040 | $2,021+1.0% | $3,587-43.1% | $2,203-7.4% |
| Participant deferral / active EE | $3,232 | $3,143+2.8% | $4,320-25.2% | $3,192+1.3% |
| Admin fee / account holder | $805 | $4,265-81.1% | $6,269-87.2% | $4,297-81.3% |