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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 | $11,419 | $43,730-73.9% | $121,220-90.6% | $64,173-82.2% |
| Participation rate | 70.8% | 58.3%+12.5pp | 71.8%-0.9pp | 69.6%+1.3pp |
| Annual return | -6.66% | 68.94%-75.6pp | 16.94%-23.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $864 | $1,297-33.4% | $4,023-78.5% | $2,381-63.7% |
| Participant deferral / active EE | $1,106 | $2,281-51.5% | $3,345-66.9% | $3,470-68.1% |
| Admin fee / account holder | $828 | $3,502-76.4% | $5,021-83.5% | $4,887-83.1% |