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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 | $12,809 | $72,404-82.3% | $110,243-88.4% | $64,173-80.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -1.74% | -6.29%+4.5pp | 314.76%-316.5pp | 7.63%-9.4pp |
| Employer contribution / active EE | $1,091 | $2,282-52.2% | $3,827-71.5% | $2,381-54.2% |
| Participant deferral / active EE | $2,760 | $3,469-20.5% | $4,672-40.9% | $3,470-20.5% |
| Admin fee / account holder | $6,361 | $5,664+12.3% | $8,548-25.6% | $4,887+30.1% |