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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 | $15,727 | $82,674-81.0% | $125,381-87.5% | $68,486-77.0% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | 4.72% | -5.97%+10.7pp | 572.31%-567.6pp | -7.85%+12.6pp |
| Employer contribution / active EE | $2,891 | $3,382-14.5% | $4,815-40.0% | $2,597+11.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,027 | $6,277-83.6% | $10,007-89.7% | $5,404-81.0% |