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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 | $12,502 | $75,962-83.5% | $154,111-91.9% | $64,173-80.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.35% | 30.32%-36.7pp | 735.18%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,361 | $3,350-59.4% | $5,298-74.3% | $2,381-42.8% |
| Participant deferral / active EE | $2,787 | $3,175-12.2% | $5,081-45.1% | $3,470-19.7% |
| Admin fee / account holder | $1,659 | $5,589-70.3% | $13,411-87.6% | $4,887-66.0% |