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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 | $14,960 | $57,352-73.9% | $83,831-82.2% | $64,173-76.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.52% | 11.38%-16.9pp | 850.99%-856.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,676 | $2,546+5.1% | $3,631-26.3% | $2,381+12.4% |
| Participant deferral / active EE | $2,619 | $2,993-12.5% | $4,082-35.9% | $3,470-24.5% |
| Admin fee / account holder | $1,221 | $4,046-69.8% | $5,479-77.7% | $4,887-75.0% |