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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 | $10,900 | $167,522-93.5% | $151,639-92.8% | $134,532-91.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.71% | 7.81%-28.5pp | 3.34%-24.0pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,740 | $6,828-74.5% | $6,165-71.8% | $4,741-63.3% |
| Participant deferral / active EE | $3,326 | $8,986-63.0% | $8,363-60.2% | $6,401-48.0% |
| Admin fee / account holder | $1,000 | $13,780-92.7% | $11,613-91.4% | $11,429-91.2% |