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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 | $8,582 | $82,674-89.6% | $125,363-93.2% | $68,495-87.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -2.93% | -5.97%+3.0pp | 572.15%-575.1pp | -7.84%+4.9pp |
| Employer contribution / active EE | $885 | $3,382-73.8% | $4,815-81.6% | $2,596-65.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $537 | $6,276-91.4% | $10,005-94.6% | $5,403-90.1% |