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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 | $14,168 | $57,350-75.3% | $83,850-83.1% | $64,181-77.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.41% | 11.38%-17.8pp | 850.92%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,341 | $2,545-8.0% | $3,631-35.5% | $2,381-1.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $498 | $4,046-87.7% | $5,478-90.9% | $4,887-89.8% |