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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 | $7,565 | $75,832-90.0% | $147,617-94.9% | $59,633-87.3% |
| Participation rate | 96.8% | 71.6%+25.2pp | 84.6%+12.2pp | 68.7%+28.1pp |
| Annual return | -1.14% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $2,207 | $3,485-36.7% | $5,564-60.3% | $2,203+0.2% |
| Participant deferral / active EE | $976 | $3,131-68.8% | $4,895-80.1% | $3,192-69.4% |
| Admin fee / account holder | $3,020 | $5,986-49.5% | $11,612-74.0% | $4,297-29.7% |