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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 | $14,983 | $100,792-85.1% | $86,691-82.7% | $134,509-88.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.84% | 29.08%-46.9pp | 35.94%-53.8pp | 418.13%-436.0pp |
| Employer contribution / active EE | $5,171 | $3,491+48.1% | $2,837+82.3% | $4,741+9.1% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,800 | $10,924-83.5% | $7,492-76.0% | $11,427-84.2% |