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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 | $4,098 | $67,372-93.9% | $60,906-93.3% | $134,532-97.0% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.1%+18.6pp | 81.2%+10.4pp |
| Annual return | -10.70% | 50.05%-60.7pp | 16.94%-27.6pp | 418.27%-429.0pp |
| Employer contribution / active EE | $542 | $3,099-82.5% | $2,703-80.0% | $4,741-88.6% |
| Participant deferral / active EE | $1,973 | $4,532-56.5% | $3,814-48.3% | $6,401-69.2% |
| Admin fee / account holder | $1,432 | $4,588-68.8% | $3,227-55.6% | $11,429-87.5% |