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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 | $8,311 | $45,152-81.6% | $73,836-88.7% | $59,633-86.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $656 | $1,901-65.5% | $2,787-76.5% | $2,203-70.2% |
| Participant deferral / active EE | $1,232 | $2,573-52.1% | $3,583-65.6% | $3,192-61.4% |
| Admin fee / account holder | $3,859 | $3,515+9.8% | $4,882-21.0% | $4,297-10.2% |