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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 | $14,681 | $52,519-72.0% | $155,789-90.6% | $59,633-75.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -2.02% | 53.51%-55.5pp | 71.54%-73.6pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $1,546 | $1,589-2.7% | $3,839-59.7% | $2,203-29.8% |
| Participant deferral / active EE | $1,088 | $3,084-64.7% | $4,798-77.3% | $3,192-65.9% |
| Admin fee / account holder | $3,057 | $3,540-13.6% | $7,477-59.1% | $4,297-28.8% |