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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 | $12,630 | $82,674-84.7% | $125,363-89.9% | $68,495-81.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.37% | -5.97%-11.4pp | 572.15%-589.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $896 | $3,382-73.5% | $4,815-81.4% | $2,596-65.5% |
| Participant deferral / active EE | $3,454 | $6,111-43.5% | $7,447-53.6% | $4,028-14.2% |
| Admin fee / account holder | $9,893 | $6,276+57.6% | $10,005-1.1% | $5,403+83.1% |