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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 | $8,047 | $75,962-89.4% | $154,108-94.8% | $64,173-87.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 8.52% | 30.32%-21.8pp | 735.21%-726.7pp | 7.63%+0.9pp |
| Employer contribution / active EE | $1,401 | $3,350-58.2% | $5,298-73.6% | $2,381-41.2% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $879 | $5,589-84.3% | $13,411-93.4% | $4,887-82.0% |