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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 | $15,130 | $82,674-81.7% | $125,381-87.9% | $68,486-77.9% |
| Participation rate | 76.5% | 75.1%+1.4pp | 82.4%-5.9pp | 67.9%+8.6pp |
| Annual return | -17.76% | -5.97%-11.8pp | 572.31%-590.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,241 | $3,382-63.3% | $4,815-74.2% | $2,597-52.2% |
| Participant deferral / active EE | $3,799 | $6,111-37.8% | $7,448-49.0% | $4,028-5.7% |
| Admin fee / account holder | $752 | $6,277-88.0% | $10,007-92.5% | $5,404-86.1% |