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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 | $14,169 | $100,805-85.9% | $86,698-83.7% | $134,532-89.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.95% | 29.09%-48.0pp | 35.95%-54.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,709 | $3,490-51.0% | $2,837-39.8% | $4,741-64.0% |
| Participant deferral / active EE | $3,094 | $5,339-42.0% | $4,656-33.5% | $6,401-51.7% |
| Admin fee / account holder | $1,121 | $10,925-89.7% | $7,493-85.0% | $11,429-90.2% |