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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 | $7,670 | $99,032-92.3% | $80,022-90.4% | $135,382-94.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.41% | 15.39%-17.8pp | 11.22%-13.6pp | 519.77%-522.2pp |
| Employer contribution / active EE | $2,188 | $3,043-28.1% | $2,468-11.4% | $4,779-54.2% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,373 | $10,436-67.7% | $6,521-48.3% | $10,829-68.8% |