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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 | $11,461 | $75,962-84.9% | $154,111-92.6% | $64,173-82.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.13% | 30.32%-36.4pp | 735.18%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,991 | $3,350-40.6% | $5,298-62.4% | $2,381-16.4% |
| Participant deferral / active EE | $1,296 | $3,175-59.2% | $5,081-74.5% | $3,470-62.7% |
| Admin fee / account holder | $912 | $5,589-83.7% | $13,411-93.2% | $4,887-81.3% |