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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 | $10,456 | $84,518-87.6% | $67,704-84.6% | $125,389-91.7% |
| Participation rate | 92.9% | 74.8%+18.1pp | 67.5%+25.3pp | 83.2%+9.7pp |
| Annual return | -3.01% | 2.57%-5.6pp | 25.41%-28.4pp | 282.24%-285.3pp |
| Employer contribution / active EE | $1,429 | $3,292-56.6% | $2,559-44.2% | $4,866-70.6% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $766 | $5,340-85.7% | $4,255-82.0% | $9,541-92.0% |