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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 | $8,299 | $75,959-89.1% | $154,114-94.6% | $64,181-87.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.00% | 30.32%-34.3pp | 735.16%-739.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $657 | $3,350-80.4% | $5,298-87.6% | $2,381-72.4% |
| Participant deferral / active EE | $1,594 | $3,175-49.8% | $5,081-68.6% | $3,470-54.1% |
| Admin fee / account holder | $309 | $5,589-94.5% | $13,411-97.7% | $4,887-93.7% |