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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 | $10,517 | $75,962-86.2% | $154,108-93.2% | $64,173-83.6% |
| Participation rate | 87.5% | 70.4%+17.1pp | 83.0%+4.5pp | 69.6%+17.9pp |
| Annual return | -5.33% | 30.32%-35.6pp | 735.21%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $911 | $3,350-72.8% | $5,298-82.8% | $2,381-61.7% |
| Participant deferral / active EE | $1,034 | $3,175-67.4% | $5,081-79.6% | $3,470-70.2% |
| Admin fee / account holder | $4,408 | $5,589-21.1% | $13,411-67.1% | $4,887-9.8% |