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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 | $11,291 | $133,981-91.6% | $112,249-89.9% | $134,532-91.6% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -15.77% | 47.16%-62.9pp | 27.48%-43.3pp | 418.27%-434.0pp |
| Employer contribution / active EE | $1,655 | $4,040-59.0% | $3,636-54.5% | $4,741-65.1% |
| Participant deferral / active EE | $3,536 | $5,292-33.2% | $4,729-25.2% | $6,401-44.8% |
| Admin fee / account holder | $708 | $7,492-90.6% | $6,412-89.0% | $11,429-93.8% |