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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 | $8,141 | $100,811-91.9% | $86,698-90.6% | $134,545-93.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.59% | 29.11%-41.7pp | 35.96%-48.6pp | 418.37%-431.0pp |
| Employer contribution / active EE | $1,036 | $3,490-70.3% | $2,837-63.5% | $4,742-78.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,834 | $10,926-46.6% | $7,492-22.1% | $11,431-49.0% |