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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 | $12,160 | $75,962-84.0% | $154,108-92.1% | $64,173-81.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 5.06% | 30.32%-25.3pp | 735.21%-730.1pp | 7.63%-2.6pp |
| Employer contribution / active EE | $672 | $3,350-79.9% | $5,298-87.3% | $2,381-71.8% |
| Participant deferral / active EE | $2,224 | $3,175-29.9% | $5,081-56.2% | $3,470-35.9% |
| Admin fee / account holder | $1,895 | $5,589-66.1% | $13,411-85.9% | $4,887-61.2% |