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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 | $7,467 | $54,355-86.3% | $82,744-91.0% | $68,486-89.1% |
| Participation rate | 79.2% | 63.9%+15.3pp | 72.6%+6.7pp | 67.9%+11.4pp |
| Annual return | -17.28% | -13.67%-3.6pp | 702.22%-719.5pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,238 | $2,219-44.2% | $3,008-58.8% | $2,597-52.3% |
| Participant deferral / active EE | $1,544 | $3,246-52.4% | $4,395-64.9% | $4,028-61.7% |
| Admin fee / account holder | $2,556 | $4,397-41.9% | $5,325-52.0% | $5,404-52.7% |