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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 | $8,857 | $49,177-82.0% | $79,467-88.9% | $64,173-86.2% |
| Participation rate | 85.5% | 65.0%+20.4pp | 73.3%+12.1pp | 69.6%+15.9pp |
| Annual return | -5.58% | -1.16%-4.4pp | 718.30%-723.9pp | 7.63%-13.2pp |
| Employer contribution / active EE | $358 | $2,076-82.8% | $2,800-87.2% | $2,381-85.0% |
| Participant deferral / active EE | $1,348 | $2,821-52.2% | $3,704-63.6% | $3,470-61.1% |
| Admin fee / account holder | $2,285 | $3,839-40.5% | $5,104-55.2% | $4,887-53.2% |