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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 | $11,552 | $75,962-84.8% | $154,108-92.5% | $64,173-82.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.53% | 30.32%-36.9pp | 735.21%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,044 | $3,350-68.8% | $5,298-80.3% | $2,381-56.1% |
| Participant deferral / active EE | $1,055 | $3,175-66.8% | $5,081-79.2% | $3,470-69.6% |
| Admin fee / account holder | $899 | $5,589-83.9% | $13,411-93.3% | $4,887-81.6% |