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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 | $12,036 | $75,962-84.2% | $154,111-92.2% | $64,173-81.2% |
| Participation rate | 81.7% | 70.4%+11.3pp | 83.0%-1.4pp | 69.6%+12.1pp |
| Annual return | -2.82% | 30.32%-33.1pp | 735.18%-738.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $855 | $3,350-74.5% | $5,298-83.9% | $2,381-64.1% |
| Participant deferral / active EE | $967 | $3,175-69.6% | $5,081-81.0% | $3,470-72.1% |
| Admin fee / account holder | $2,108 | $5,589-62.3% | $13,411-84.3% | $4,887-56.9% |