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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 | $31,024 | $94,529-67.2% | $140,019-77.8% | $64,173-51.7% |
| Participation rate | 92.1% | 84.1%+8.0pp | 87.5%+4.6pp | 69.6%+22.5pp |
| Annual return | -3.83% | 7.77%-11.6pp | 651.17%-655.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $5,879 | $3,812+54.2% | $5,605+4.9% | $2,381+146.9% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,092 | $6,741-83.8% | $10,705-89.8% | $4,887-77.7% |