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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 | $15,822 | $82,678-80.9% | $125,391-87.4% | $68,490-76.9% |
| Participation rate | 97.6% | 75.1%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | 22.44% | -5.97%+28.4pp | 572.41%-550.0pp | -7.85%+30.3pp |
| Employer contribution / active EE | $762 | $3,382-77.5% | $4,816-84.2% | $2,597-70.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $352 | $6,277-94.4% | $10,009-96.5% | $5,403-93.5% |