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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 | $11,634 | $82,674-85.9% | $125,363-90.7% | $68,495-83.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.99% | -5.97%-13.0pp | 572.15%-591.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,290 | $3,382-2.7% | $4,815-31.7% | $2,596+26.7% |
| Participant deferral / active EE | $4,744 | $6,111-22.4% | $7,447-36.3% | $4,028+17.8% |
| Admin fee / account holder | $3,482 | $6,276-44.5% | $10,005-65.2% | $5,403-35.5% |