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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 | $9,030 | $54,370-83.4% | $82,763-89.1% | $68,490-86.8% |
| Participation rate | 96.8% | 63.9%+32.8pp | 72.6%+24.2pp | 67.9%+28.9pp |
| Annual return | -15.08% | -13.67%-1.4pp | 702.45%-717.5pp | -7.85%-7.2pp |
| Employer contribution / active EE | $754 | $2,219-66.0% | $3,008-74.9% | $2,597-71.0% |
| Participant deferral / active EE | $1,879 | $3,247-42.1% | $4,395-57.3% | $4,028-53.4% |
| Admin fee / account holder | $1,696 | $4,398-61.4% | $5,325-68.1% | $5,403-68.6% |