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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 | $7,107 | $105,866-93.3% | $90,766-92.2% | $134,545-94.7% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,221 | $3,464-64.7% | $2,922-58.2% | $4,742-74.2% |
| Participant deferral / active EE | $3,697 | $5,217-29.1% | $4,565-19.0% | $6,401-42.2% |
| Admin fee / account holder | $395 | $13,938-97.2% | $8,446-95.3% | $11,431-96.5% |