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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 | $9,255 | $69,541-86.7% | $59,899-84.5% | $135,380-93.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.85% | 7.95%-9.8pp | 3.46%-5.3pp | 519.81%-521.7pp |
| Employer contribution / active EE | $3,727 | $3,236+15.2% | $2,723+36.9% | $4,779-22.0% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $369 | $5,737-93.6% | $3,592-89.7% | $10,828-96.6% |