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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 | $9,878 | $87,059-88.7% | $105,608-90.6% | $80,925-87.8% |
| Participation rate | 95.1% | 70.4%+24.7pp | 75.3%+19.8pp | 67.7%+27.5pp |
| Annual return | 0.00% | 17.05%-17.0pp | 116.50%-116.5pp | 35.65%-35.6pp |
| Employer contribution / active EE | $2,419 | $2,396+0.9% | $3,167-23.6% | $2,756-12.3% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,419 | $8,443-71.4% | $11,028-78.1% | $6,940-65.2% |