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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 | $11,074 | $68,996-83.9% | $159,991-93.1% | $68,495-83.8% |
| Participation rate | 95.5% | 65.4%+30.0pp | 78.0%+17.5pp | 67.9%+27.6pp |
| Annual return | -15.89% | -9.65%-6.2pp | 408.82%-424.7pp | -7.84%-8.1pp |
| Employer contribution / active EE | $818 | $2,212-63.0% | $4,225-80.6% | $2,596-68.5% |
| Participant deferral / active EE | $0 | $4,211-100.0% | $6,183-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,342 | $4,797-72.0% | $8,715-84.6% | $5,403-75.2% |