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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 | $15,901 | $56,197-71.7% | $67,652-76.5% | $59,633-73.3% |
| Participation rate | 80.6% | 71.5%+9.2pp | 75.7%+5.0pp | 68.7%+12.0pp |
| Annual return | -2.32% | 18508.10%-18510.4pp | 6625.40%-6627.7pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $450 | $1,615-72.1% | $2,266-80.1% | $2,203-79.6% |
| Participant deferral / active EE | $1,339 | $2,844-52.9% | $3,560-62.4% | $3,192-58.1% |
| Admin fee / account holder | $1,836 | $3,958-53.6% | $4,821-61.9% | $4,297-57.3% |