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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 | $3,113 | $82,630-96.2% | $64,105-95.1% | $125,389-97.5% |
| Participation rate | 70.0% | 75.9%-5.9pp | 68.2%+1.8pp | 83.2%-13.2pp |
| Annual return | -2.87% | 1489.72%-1492.6pp | 791.24%-794.1pp | 282.24%-285.1pp |
| Employer contribution / active EE | $461 | $2,671-82.7% | $1,820-74.7% | $4,866-90.5% |
| Participant deferral / active EE | $1,244 | $3,608-65.5% | $2,822-55.9% | $5,352-76.8% |
| Admin fee / account holder | $715 | $6,382-88.8% | $4,499-84.1% | $9,541-92.5% |