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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 | $12,921 | $57,352-77.5% | $83,831-84.6% | $64,173-79.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.14% | 11.38%-17.5pp | 850.99%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,935 | $2,546-24.0% | $3,631-46.7% | $2,381-18.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,121 | $4,046+51.3% | $5,479+11.7% | $4,887+25.2% |