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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 | $6,940 | $75,832-90.8% | $147,617-95.3% | $59,633-88.4% |
| Participation rate | 97.0% | 71.6%+25.4pp | 84.6%+12.3pp | 68.7%+28.3pp |
| Annual return | -2.46% | 0.37%-2.8pp | 61.98%-64.4pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,493 | $3,485-57.2% | $5,564-73.2% | $2,203-32.2% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $386 | $5,986-93.6% | $11,612-96.7% | $4,297-91.0% |