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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 | $4,781 | $87,016-94.5% | $63,244-92.4% | $125,389-96.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -2.56% | 21.71%-24.3pp | -70.31%+67.7pp | 282.24%-284.8pp |
| Employer contribution / active EE | $944 | $3,601-73.8% | $2,322-59.3% | $4,866-80.6% |
| Participant deferral / active EE | $2,438 | $3,939-38.1% | $2,953-17.4% | $5,352-54.4% |
| Admin fee / account holder | $425 | $11,954-96.4% | $5,893-92.8% | $9,541-95.5% |