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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 | $1,418 | $91,911-98.5% | $68,793-97.9% | $135,382-99.0% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -4.66% | -8.22%+3.6pp | -4.63%0pp | 519.77%-524.4pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $768 | $4,315-82.2% | $3,311-76.8% | $5,609-86.3% |
| Admin fee / account holder | $940 | $9,240-89.8% | $5,131-81.7% | $10,829-91.3% |