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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 | $6,096 | $64,311-90.5% | $57,356-89.4% | $125,389-95.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.81% | 25.14%-23.3pp | 24.41%-22.6pp | 282.24%-280.4pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,229 | $3,846-42.1% | $3,162-29.5% | $5,352-58.4% |
| Admin fee / account holder | $2,059 | $5,243-60.7% | $3,357-38.7% | $9,541-78.4% |