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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 | $11,451 | $52,519-78.2% | $155,789-92.6% | $59,633-80.8% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -1.46% | 53.51%-55.0pp | 71.54%-73.0pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $875 | $1,589-44.9% | $3,839-77.2% | $2,203-60.3% |
| Participant deferral / active EE | $2,450 | $3,084-20.6% | $4,798-48.9% | $3,192-23.2% |
| Admin fee / account holder | $2,281 | $3,540-35.6% | $7,477-69.5% | $4,297-46.9% |