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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 | $5,345 | $75,962-93.0% | $154,111-96.5% | $64,173-91.7% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -6.81% | 30.32%-37.1pp | 735.18%-742.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $652 | $3,350-80.5% | $5,298-87.7% | $2,381-72.6% |
| Participant deferral / active EE | $1,266 | $3,175-60.1% | $5,081-75.1% | $3,470-63.5% |
| Admin fee / account holder | $2,572 | $5,589-54.0% | $13,411-80.8% | $4,887-47.4% |