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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 | $10,344 | $75,935-86.4% | $60,547-82.9% | $125,389-91.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.03% | -5.38%+3.4pp | 335.64%-337.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $2,063 | $3,438-40.0% | $2,419-14.7% | $4,866-57.6% |
| Participant deferral / active EE | $1,678 | $4,506-62.8% | $3,328-49.6% | $5,352-68.6% |
| Admin fee / account holder | $2,051 | $6,768-69.7% | $4,536-54.8% | $9,541-78.5% |