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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 | $13,841 | $158,852-91.3% | $121,220-88.6% | $135,380-89.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -3.48% | -0.64%-2.8pp | 16.94%-20.4pp | 519.81%-523.3pp |
| Employer contribution / active EE | $1,370 | $5,666-75.8% | $4,023-65.9% | $4,779-71.3% |
| Participant deferral / active EE | $1,994 | $4,006-50.2% | $3,345-40.4% | $5,609-64.4% |
| Admin fee / account holder | $3,425 | $6,515-47.4% | $5,021-31.8% | $10,828-68.4% |