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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 | $16,467 | $49,471-66.7% | $79,583-79.3% | $66,949-75.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -8.43% | 84.30%-92.7pp | 0.16%-8.6pp | 1.57%-10.0pp |
| Employer contribution / active EE | $1,996 | $1,266+57.6% | $2,414-17.3% | $2,545-21.6% |
| Participant deferral / active EE | $1,932 | $3,160-38.9% | $3,986-51.5% | $4,239-54.4% |
| Admin fee / account holder | $1,390 | $595+133.7% | $6,835-79.7% | $594+134.2% |