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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 | $10,794 | $75,962-85.8% | $154,108-93.0% | $64,173-83.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.71% | 30.32%-35.0pp | 735.21%-739.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $808 | $3,350-75.9% | $5,298-84.7% | $2,381-66.0% |
| Participant deferral / active EE | $1,422 | $3,175-55.2% | $5,081-72.0% | $3,470-59.0% |
| Admin fee / account holder | $1,319 | $5,589-76.4% | $13,411-90.2% | $4,887-73.0% |