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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 | $9,974 | $45,152-77.9% | $73,836-86.5% | $59,633-83.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.00% | 27.40%-28.4pp | 2268.06%-2269.1pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $403 | $1,901-78.8% | $2,787-85.5% | $2,203-81.7% |
| Participant deferral / active EE | $1,503 | $2,573-41.6% | $3,583-58.0% | $3,192-52.9% |
| Admin fee / account holder | $1,246 | $3,515-64.5% | $4,882-74.5% | $4,297-71.0% |