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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 | $7,227 | $181,062-96.0% | $158,223-95.4% | $155,188-95.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 0.00% | 57.39%-57.4pp | 52.09%-52.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $2,857 | $4,565-37.4% | $4,109-30.5% | $4,248-32.7% |
| Participant deferral / active EE | $14,406 | $6,134+134.8% | $5,467+163.5% | $6,531+120.6% |
| Admin fee / account holder | $1,190 | $18,825-93.7% | $16,047-92.6% | $14,480-91.8% |