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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 | $11,573 | $131,835-91.2% | $108,582-89.3% | $273,972-95.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.69% | -91.57%+100.3pp | -51.70%+60.4pp | 41.46%-32.8pp |
| Employer contribution / active EE | $2,394 | $4,913-51.3% | $3,758-36.3% | $4,869-50.8% |
| Participant deferral / active EE | $4,538 | $5,127-11.5% | $4,311+5.3% | $5,287-14.2% |
| Admin fee / account holder | $5,158 | $10,253-49.7% | $7,645-32.5% | $10,133-49.1% |