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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 | $21,552 | $65,704-67.2% | $94,229-77.1% | $59,633-63.9% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.24% | 5.22%-5.0pp | 10.68%-10.4pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,429 | $2,021-29.3% | $3,587-60.2% | $2,203-35.1% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $10,603 | $4,265+148.6% | $6,269+69.1% | $4,297+146.8% |