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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 | $13,012 | $65,364-80.1% | $92,909-86.0% | $72,975-82.2% |
| Participation rate | 96.3% | 68.3%+28.0pp | 76.0%+20.3pp | 69.5%+26.8pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,448 | $2,594-5.7% | $3,653-33.0% | $2,440+0.3% |
| Participant deferral / active EE | $4,482 | $3,128+43.3% | $4,238+5.8% | $3,608+24.2% |
| Admin fee / account holder | $373 | $4,251-91.2% | $5,795-93.6% | $5,124-92.7% |