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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 | $22,437 | $167,533-86.6% | $151,645-85.2% | $134,545-83.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.28% | 7.81%-28.1pp | 3.34%-23.6pp | 418.37%-438.7pp |
| Employer contribution / active EE | $3,958 | $6,828-42.0% | $6,165-35.8% | $4,742-16.5% |
| Participant deferral / active EE | $6,833 | $8,985-23.9% | $8,363-18.3% | $6,401+6.7% |
| Admin fee / account holder | $6,833 | $13,781-50.4% | $11,614-41.2% | $11,431-40.2% |