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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 | $14,155 | $167,362-91.5% | $143,799-90.2% | $134,532-89.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.78% | 0.47%-4.2pp | -0.04%-3.7pp | 418.27%-422.0pp |
| Employer contribution / active EE | $1,689 | $5,620-69.9% | $4,952-65.9% | $4,741-64.4% |
| Participant deferral / active EE | $6,255 | $6,447-3.0% | $5,638+10.9% | $6,401-2.3% |
| Admin fee / account holder | $55,596 | $18,094+207.3% | $14,677+278.8% | $11,429+386.5% |