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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 | $10,399 | $95,188-89.1% | $76,518-86.4% | $135,380-92.3% |
| Participation rate | 90.0% | 74.4%+15.6pp | 68.0%+22.0pp | 82.6%+7.4pp |
| Annual return | -7.75% | 4.85%-12.6pp | -0.27%-7.5pp | 519.81%-527.6pp |
| Employer contribution / active EE | $866 | $3,303-73.8% | $2,647-67.3% | $4,779-81.9% |
| Participant deferral / active EE | $2,754 | $4,640-40.6% | $3,836-28.2% | $5,609-50.9% |
| Admin fee / account holder | $384 | $6,249-93.8% | $4,849-92.1% | $10,828-96.5% |