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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 | $12,489 | $75,962-83.6% | $154,108-91.9% | $64,173-80.5% |
| Participation rate | 97.3% | 70.4%+26.9pp | 83.0%+14.3pp | 69.6%+27.7pp |
| Annual return | -6.81% | 30.32%-37.1pp | 735.21%-742.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $665 | $3,350-80.1% | $5,298-87.4% | $2,381-72.1% |
| Participant deferral / active EE | $1,951 | $3,175-38.6% | $5,081-61.6% | $3,470-43.8% |
| Admin fee / account holder | $3,024 | $5,589-45.9% | $13,411-77.5% | $4,887-38.1% |