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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 | $7,336 | $75,962-90.3% | $154,111-95.2% | $64,173-88.6% |
| Participation rate | 78.6% | 70.4%+8.2pp | 83.0%-4.5pp | 69.6%+9.0pp |
| Annual return | -4.58% | 30.32%-34.9pp | 735.18%-739.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $970 | $3,350-71.0% | $5,298-81.7% | $2,381-59.3% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,897 | $5,589-66.1% | $13,411-85.9% | $4,887-61.2% |