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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 | $5,813 | $77,419-92.5% | $69,461-91.6% | $152,885-96.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 5.83% | 39.07%-33.2pp | 28.97%-23.1pp | 345.39%-339.6pp |
| Employer contribution / active EE | $715 | $3,315-78.4% | $2,779-74.3% | $4,763-85.0% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $444 | $6,207-92.8% | $3,840-88.4% | $11,598-96.2% |