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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 | $13,452 | $45,566-70.5% | $64,105-79.0% | $59,633-77.4% |
| Participation rate | 78.8% | 60.2%+18.6pp | 68.2%+10.6pp | 68.7%+10.1pp |
| Annual return | -2.72% | 4.95%-7.7pp | 791.24%-794.0pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,276 | $2,057+10.7% | $2,822-19.3% | $3,192-28.7% |
| Admin fee / account holder | $2,395 | $3,268-26.7% | $4,499-46.8% | $4,297-44.3% |