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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 | $13,145 | $82,678-84.1% | $125,391-89.5% | $68,490-80.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.91% | -5.97%-12.9pp | 572.41%-591.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $826 | $3,382-75.6% | $4,816-82.8% | $2,597-68.2% |
| Participant deferral / active EE | $4,038 | $6,111-33.9% | $7,448-45.8% | $4,028+0.3% |
| Admin fee / account holder | $4,388 | $6,277-30.1% | $10,009-56.2% | $5,403-18.8% |