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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 | $8,584 | $85,790-90.0% | $67,313-87.2% | $135,380-93.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.56% | -0.54%-6.0pp | -4.08%-2.5pp | 519.81%-526.4pp |
| Employer contribution / active EE | $3,462 | $3,487-0.7% | $2,566+34.9% | $4,779-27.6% |
| Participant deferral / active EE | $3,410 | $4,651-26.7% | $3,568-4.4% | $5,609-39.2% |
| Admin fee / account holder | $2,347 | $6,392-63.3% | $4,507-47.9% | $10,828-78.3% |