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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 | $5,041 | $54,355-90.7% | $82,744-93.9% | $68,486-92.6% |
| Participation rate | 93.9% | 63.9%+30.0pp | 72.6%+21.4pp | 67.9%+26.0pp |
| Annual return | -9.14% | -13.67%+4.5pp | 702.22%-711.4pp | -7.85%-1.3pp |
| Employer contribution / active EE | $465 | $2,219-79.1% | $3,008-84.6% | $2,597-82.1% |
| Participant deferral / active EE | $1,066 | $3,246-67.2% | $4,395-75.7% | $4,028-73.5% |
| Admin fee / account holder | $1,735 | $4,397-60.5% | $5,325-67.4% | $5,404-67.9% |