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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 | $45,382 | $438,681-89.7% | $438,681-89.7% | $254,510-82.2% |
| Participation rate | 100.0% | 48.2%+51.8pp | 44.3%+55.7pp | 43.0%+57.0pp |
| Annual return | 0.00% | 4.01%-4.0pp | 4.26%-4.3pp | 259.14%-259.1pp |
| Employer contribution / active EE | $40,800 | $56,756-28.1% | $54,767-25.5% | $41,471-1.6% |
| Participant deferral / active EE | $0 | $15-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $307 | $2,187-86.0% | $2,187-86.0% | $21,546-98.6% |