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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 | $7,488 | $49,177-84.8% | $79,466-90.6% | $64,173-88.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.68% | -1.16%-4.5pp | 718.28%-724.0pp | 7.63%-13.3pp |
| Employer contribution / active EE | $511 | $2,076-75.4% | $2,800-81.7% | $2,381-78.5% |
| Participant deferral / active EE | $1,115 | $2,821-60.5% | $3,704-69.9% | $3,470-67.9% |
| Admin fee / account holder | $3,110 | $3,839-19.0% | $5,104-39.1% | $4,887-36.4% |