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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 | $6,587 | $75,832-91.3% | $147,617-95.5% | $59,633-89.0% |
| Participation rate | 97.1% | 71.6%+25.6pp | 84.6%+12.5pp | 68.7%+28.5pp |
| Annual return | -2.07% | 0.37%-2.4pp | 61.98%-64.1pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $1,059 | $3,485-69.6% | $5,564-81.0% | $2,203-51.9% |
| Participant deferral / active EE | $2,142 | $3,131-31.6% | $4,895-56.2% | $3,192-32.9% |
| Admin fee / account holder | $695 | $5,986-88.4% | $11,612-94.0% | $4,297-83.8% |