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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 | $12,304 | $75,962-83.8% | $154,108-92.0% | $64,173-80.8% |
| Participation rate | 92.5% | 70.4%+22.1pp | 83.0%+9.5pp | 69.6%+22.9pp |
| Annual return | -6.81% | 30.32%-37.1pp | 735.21%-742.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,552 | $3,350-23.8% | $5,298-51.8% | $2,381+7.2% |
| Participant deferral / active EE | $1,458 | $3,175-54.1% | $5,081-71.3% | $3,470-58.0% |
| Admin fee / account holder | $640 | $5,589-88.5% | $13,411-95.2% | $4,887-86.9% |