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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 | $10,053 | $75,962-86.8% | $154,111-93.5% | $64,173-84.3% |
| Participation rate | 95.2% | 70.4%+24.8pp | 83.0%+12.2pp | 69.6%+25.7pp |
| Annual return | -5.92% | 30.32%-36.2pp | 735.18%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,001 | $3,350-70.1% | $5,298-81.1% | $2,381-58.0% |
| Participant deferral / active EE | $1,192 | $3,175-62.5% | $5,081-76.5% | $3,470-65.7% |
| Admin fee / account holder | $2,093 | $5,589-62.6% | $13,411-84.4% | $4,887-57.2% |