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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 | $9,143 | $45,152-79.8% | $73,836-87.6% | $59,633-84.7% |
| Participation rate | 73.7% | 64.0%+9.7pp | 73.4%+0.2pp | 68.7%+5.0pp |
| Annual return | -1.71% | 27.40%-29.1pp | 2268.06%-2269.8pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $497 | $1,901-73.8% | $2,787-82.2% | $2,203-77.4% |
| Participant deferral / active EE | $874 | $2,573-66.0% | $3,583-75.6% | $3,192-72.6% |
| Admin fee / account holder | $3,070 | $3,515-12.6% | $4,882-37.1% | $4,297-28.5% |