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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 | $8,102 | $45,566-82.2% | $64,105-87.4% | $59,633-86.4% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -2.18% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $638 | $934-31.7% | $1,820-64.9% | $2,203-71.0% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,966 | $3,268-39.8% | $4,499-56.3% | $4,297-54.2% |