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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 | $4,598 | $48,337-90.5% | $67,560-93.2% | $80,959-94.3% |
| Participation rate | 94.0% | 66.4%+27.6pp | 72.9%+21.1pp | 67.7%+26.4pp |
| Annual return | 0.00% | 18.26%-18.3pp | 3533.50%-3533.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,829 | $2,023-9.6% | $2,737-33.2% | $2,757-33.7% |
| Participant deferral / active EE | $2,833 | $2,928-3.2% | $4,004-29.2% | $4,300-34.1% |
| Admin fee / account holder | $548 | $3,695-85.2% | $3,994-86.3% | $6,925-92.1% |