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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 | $9,541 | $45,865-79.2% | $40,757-76.6% | $125,389-92.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 83.2%+16.8pp |
| Annual return | -1.68% | -1.32%-0.4pp | -0.50%-1.2pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,664 | $3,697-55.0% | $3,004-44.6% | $4,866-65.8% |
| Participant deferral / active EE | $0 | $4,199-100.0% | $3,485-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,071 | $5,763-81.4% | $4,272-74.9% | $9,541-88.8% |