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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 | $3,582 | $49,177-92.7% | $79,466-95.5% | $64,173-94.4% |
| Participation rate | 93.1% | 65.0%+28.1pp | 73.3%+19.8pp | 69.6%+23.5pp |
| Annual return | -3.57% | -1.16%-2.4pp | 718.28%-721.9pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,110 | $2,076-46.5% | $2,800-60.3% | $2,381-53.4% |
| Participant deferral / active EE | $1,301 | $2,821-53.9% | $3,704-64.9% | $3,470-62.5% |
| Admin fee / account holder | $5,581 | $3,839+45.4% | $5,104+9.3% | $4,887+14.2% |