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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 | $4,880 | $49,177-90.1% | $79,467-93.9% | $64,173-92.4% |
| Participation rate | 85.2% | 65.0%+20.2pp | 73.3%+11.8pp | 69.6%+15.6pp |
| Annual return | -6.11% | -1.16%-5.0pp | 718.30%-724.4pp | 7.63%-13.7pp |
| Employer contribution / active EE | $370 | $2,076-82.2% | $2,800-86.8% | $2,381-84.4% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,479 | $3,839-61.5% | $5,104-71.0% | $4,887-69.7% |