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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 | $5,822 | $92,743-93.7% | $82,744-93.0% | $134,532-95.7% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -1.04% | 946.63%-947.7pp | 702.22%-703.3pp | 418.27%-419.3pp |
| Employer contribution / active EE | $465 | $3,273-85.8% | $3,008-84.5% | $4,741-90.2% |
| Participant deferral / active EE | $2,064 | $4,802-57.0% | $4,395-53.0% | $6,401-67.7% |
| Admin fee / account holder | $1,920 | $5,977-67.9% | $5,325-63.9% | $11,429-83.2% |