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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 | $6,766 | $142,409-95.2% | $119,634-94.3% | $134,545-95.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,883 | $5,224-64.0% | $4,232-55.5% | $4,742-60.3% |
| Participant deferral / active EE | $5,718 | $6,468-11.6% | $5,601+2.1% | $6,401-10.7% |
| Admin fee / account holder | $872 | $13,594-93.6% | $10,329-91.6% | $11,431-92.4% |