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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 | $9,010 | $95,915-90.6% | $79,580-88.7% | $134,532-93.3% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -12.08% | -2.71%-9.4pp | 0.15%-12.2pp | 418.27%-430.4pp |
| Employer contribution / active EE | $1,042 | $3,129-66.7% | $2,413-56.8% | $4,741-78.0% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $442 | $9,132-95.2% | $6,835-93.5% | $11,429-96.1% |