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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 | $8,918 | $45,566-80.4% | $64,105-86.1% | $59,633-85.0% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -1.58% | 4.95%-6.5pp | 791.24%-792.8pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $880 | $934-5.8% | $1,820-51.7% | $2,203-60.1% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,212 | $3,268-62.9% | $4,499-73.1% | $4,297-71.8% |