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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 | $4,297 | $51,222-91.6% | $70,544-93.9% | $75,173-94.3% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 0.00% | 30.06%-30.1pp | 32.79%-32.8pp | 160.72%-160.7pp |
| Employer contribution / active EE | $4,255 | $1,827+132.9% | $2,976+43.0% | $2,671+59.3% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,609 | $4,096-36.3% | $6,427-59.4% | $5,651-53.8% |