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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 | $10,478 | $171,492-93.9% | $150,734-93.0% | $198,609-94.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 0.00% | 804.70%-804.7pp | 600.81%-600.8pp | 202.70%-202.7pp |
| Employer contribution / active EE | $2,597 | $5,470-52.5% | $4,918-47.2% | $5,055-48.6% |
| Participant deferral / active EE | $4,136 | $6,259-33.9% | $5,610-26.3% | $6,977-40.7% |
| Admin fee / account holder | $1,102 | $17,628-93.8% | $14,905-92.6% | $19,030-94.2% |