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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 | $8,358 | $90,590-90.8% | $90,782-90.8% | $135,382-93.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -3.58% | -3.40%-0.2pp | -3.42%-0.2pp | 519.77%-523.4pp |
| Employer contribution / active EE | $6,811 | $4,352+56.5% | $4,105+65.9% | $4,779+42.5% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $39,972 | $7,683+420.3% | $5,908+576.6% | $10,829+269.1% |