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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 | $8,328 | $49,177-83.1% | $79,466-89.5% | $64,173-87.0% |
| Participation rate | 98.1% | 65.0%+33.1pp | 73.3%+24.8pp | 69.6%+28.5pp |
| Annual return | -4.37% | -1.16%-3.2pp | 718.28%-722.7pp | 7.63%-12.0pp |
| Employer contribution / active EE | $828 | $2,076-60.1% | $2,800-70.4% | $2,381-65.2% |
| Participant deferral / active EE | $1,340 | $2,821-52.5% | $3,704-63.8% | $3,470-61.4% |
| Admin fee / account holder | $750 | $3,839-80.5% | $5,104-85.3% | $4,887-84.7% |