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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 | $7,151 | $75,832-90.6% | $147,617-95.2% | $59,633-88.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.91% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $784 | $3,485-77.5% | $5,564-85.9% | $2,203-64.4% |
| Participant deferral / active EE | $2,003 | $3,131-36.0% | $4,895-59.1% | $3,192-37.2% |
| Admin fee / account holder | $1,034 | $5,986-82.7% | $11,612-91.1% | $4,297-75.9% |