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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 | $7,805 | $45,566-82.9% | $64,105-87.8% | $59,633-86.9% |
| Participation rate | 96.4% | 60.2%+36.3pp | 68.2%+28.3pp | 68.7%+27.8pp |
| Annual return | -2.77% | 4.95%-7.7pp | 791.24%-794.0pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $1,062 | $934+13.7% | $1,820-41.6% | $2,203-51.8% |
| Participant deferral / active EE | $1,286 | $2,057-37.5% | $2,822-54.4% | $3,192-59.7% |
| Admin fee / account holder | $930 | $3,268-71.5% | $4,499-79.3% | $4,297-78.4% |