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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 | $7,449 | $95,917-92.2% | $79,583-90.6% | $134,545-94.5% |
| Participation rate | 86.7% | 75.0%+11.6pp | 69.5%+17.2pp | 81.2%+5.4pp |
| Annual return | -11.69% | -2.70%-9.0pp | 0.16%-11.8pp | 418.37%-430.1pp |
| Employer contribution / active EE | $2,104 | $3,129-32.8% | $2,414-12.8% | $4,742-55.6% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,945 | $9,132-78.7% | $6,835-71.5% | $11,431-83.0% |