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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 | $6,046 | $131,835-95.4% | $108,582-94.4% | $273,972-97.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 20.99% | -91.57%+112.6pp | -51.70%+72.7pp | 41.46%-20.5pp |
| Employer contribution / active EE | $2,427 | $4,913-50.6% | $3,758-35.4% | $4,869-50.2% |
| Participant deferral / active EE | $5,788 | $5,127+12.9% | $4,311+34.3% | $5,287+9.5% |
| Admin fee / account holder | $304 | $10,253-97.0% | $7,645-96.0% | $10,133-97.0% |