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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 | $4,094 | $95,915-95.7% | $79,580-94.9% | $134,532-97.0% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,541 | $3,129-50.7% | $2,413-36.1% | $4,741-67.5% |
| Participant deferral / active EE | $2,746 | $4,693-41.5% | $3,985-31.1% | $6,401-57.1% |
| Admin fee / account holder | $518 | $9,132-94.3% | $6,835-92.4% | $11,429-95.5% |