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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 | $12,624 | $75,832-83.4% | $147,617-91.4% | $59,633-78.8% |
| Participation rate | 93.0% | 71.6%+21.4pp | 84.6%+8.4pp | 68.7%+24.3pp |
| Annual return | -1.98% | 0.37%-2.3pp | 61.98%-64.0pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,144 | $3,485-67.2% | $5,564-79.4% | $2,203-48.1% |
| Participant deferral / active EE | $1,948 | $3,131-37.8% | $4,895-60.2% | $3,192-39.0% |
| Admin fee / account holder | $1,278 | $5,986-78.6% | $11,612-89.0% | $4,297-70.2% |