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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 | $11,096 | $45,566-75.6% | $64,105-82.7% | $59,633-81.4% |
| Participation rate | 96.4% | 60.2%+36.3pp | 68.2%+28.3pp | 68.7%+27.8pp |
| Annual return | -1.93% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,047 | $934+12.1% | $1,820-42.5% | $2,203-52.5% |
| Participant deferral / active EE | $1,103 | $2,057-46.4% | $2,822-60.9% | $3,192-65.4% |
| Admin fee / account holder | $2,220 | $3,268-32.1% | $4,499-50.7% | $4,297-48.3% |