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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 | $16,379 | $52,678-68.9% | $75,784-78.4% | $59,633-72.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -0.57% | 2.95%-3.5pp | 9.68%-10.2pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $2,846 | $2,193+29.7% | $3,323-14.4% | $2,203+29.2% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $373 | $3,610-89.7% | $5,300-93.0% | $4,297-91.3% |