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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 | $9,476 | $44,873-78.9% | $79,467-88.1% | $56,289-83.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | 7.72% | 0.81%+6.9pp | 718.30%-710.6pp | -9.96%+17.7pp |
| Employer contribution / active EE | $463 | $2,140-78.3% | $2,800-83.5% | $2,111-78.1% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $632 | $418+51.1% | $5,104-87.6% | $521+21.3% |