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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 | $6,177 | $95,975-93.6% | $74,549-91.7% | $135,379-95.4% |
| Participation rate | 78.9% | 75.7%+3.3pp | 69.1%+9.8pp | 82.6%-3.7pp |
| Annual return | -8.80% | 56.96%-65.8pp | 32.53%-41.3pp | 519.79%-528.6pp |
| Employer contribution / active EE | $335 | $2,716-87.7% | $1,961-82.9% | $4,779-93.0% |
| Participant deferral / active EE | $1,244 | $3,844-67.6% | $3,108-60.0% | $5,609-77.8% |
| Admin fee / account holder | $467 | $6,522-92.8% | $5,059-90.8% | $10,828-95.7% |