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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 | $12,135 | $43,730-72.3% | $121,220-90.0% | $64,173-81.1% |
| Participation rate | 83.3% | 58.3%+25.0pp | 71.8%+11.6pp | 69.6%+13.8pp |
| Annual return | -5.48% | 68.94%-74.4pp | 16.94%-22.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,179 | $1,297-9.1% | $4,023-70.7% | $2,381-50.5% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $515 | $3,502-85.3% | $5,021-89.7% | $4,887-89.5% |