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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 | $14,315 | $82,674-82.7% | $125,363-88.6% | $68,495-79.1% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -13.49% | -5.97%-7.5pp | 572.15%-585.6pp | -7.84%-5.7pp |
| Employer contribution / active EE | $4,089 | $3,382+20.9% | $4,815-15.1% | $2,596+57.5% |
| Participant deferral / active EE | $3,190 | $6,111-47.8% | $7,447-57.2% | $4,028-20.8% |
| Admin fee / account holder | $2,172 | $6,276-65.4% | $10,005-78.3% | $5,403-59.8% |