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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 | $5,871 | $167,362-96.5% | $143,799-95.9% | $134,532-95.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,084 | $5,620-62.9% | $4,952-57.9% | $4,741-56.0% |
| Participant deferral / active EE | $4,682 | $6,447-27.4% | $5,638-17.0% | $6,401-26.9% |
| Admin fee / account holder | $510 | $18,094-97.2% | $14,677-96.5% | $11,429-95.5% |