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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 | $11,759 | $129,959-91.0% | $104,301-88.7% | $134,532-91.3% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -14.04% | 42.04%-56.1pp | 24.61%-38.7pp | 418.27%-432.3pp |
| Employer contribution / active EE | $1,649 | $4,185-60.6% | $3,373-51.1% | $4,741-65.2% |
| Participant deferral / active EE | $2,077 | $5,589-62.8% | $4,626-55.1% | $6,401-67.5% |
| Admin fee / account holder | $9,409 | $9,325+0.9% | $7,340+28.2% | $11,429-17.7% |