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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 | $9,695 | $75,962-87.2% | $154,108-93.7% | $64,173-84.9% |
| Participation rate | 97.6% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+28.0pp |
| Annual return | -4.21% | 30.32%-34.5pp | 735.21%-739.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,259 | $3,350-62.4% | $5,298-76.2% | $2,381-47.1% |
| Participant deferral / active EE | $1,384 | $3,175-56.4% | $5,081-72.8% | $3,470-60.1% |
| Admin fee / account holder | $1,333 | $5,589-76.1% | $13,411-90.1% | $4,887-72.7% |