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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 | $9,043 | $75,962-88.1% | $154,108-94.1% | $64,173-85.9% |
| Participation rate | 86.0% | 70.4%+15.6pp | 83.0%+3.0pp | 69.6%+16.4pp |
| Annual return | -4.60% | 30.32%-34.9pp | 735.21%-739.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $623 | $3,350-81.4% | $5,298-88.2% | $2,381-73.9% |
| Participant deferral / active EE | $1,190 | $3,175-62.5% | $5,081-76.6% | $3,470-65.7% |
| Admin fee / account holder | $2,102 | $5,589-62.4% | $13,411-84.3% | $4,887-57.0% |