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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 | $10,814 | $92,219-88.3% | $76,766-85.9% | $135,382-92.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.98% | 5.46%-11.4pp | 2.43%-8.4pp | 519.77%-525.8pp |
| Employer contribution / active EE | $2,013 | $3,216-37.4% | $2,485-19.0% | $4,779-57.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,851-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,322 | $10,749-78.4% | $6,675-65.2% | $10,829-78.6% |