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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 | $9,661 | $82,678-88.3% | $125,391-92.3% | $68,490-85.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,355 | $3,382-30.4% | $4,816-51.1% | $2,597-9.3% |
| Participant deferral / active EE | $4,494 | $6,111-26.5% | $7,448-39.7% | $4,028+11.6% |
| Admin fee / account holder | $464 | $6,277-92.6% | $10,009-95.4% | $5,403-91.4% |