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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 | $13,474 | $75,832-82.2% | $147,617-90.9% | $59,633-77.4% |
| Participation rate | 98.0% | 71.6%+26.4pp | 84.6%+13.3pp | 68.7%+29.3pp |
| Annual return | 0.44% | 0.37%+0.1pp | 61.98%-61.5pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $593 | $3,485-83.0% | $5,564-89.3% | $2,203-73.1% |
| Participant deferral / active EE | $2,857 | $3,131-8.7% | $4,895-41.6% | $3,192-10.5% |
| Admin fee / account holder | $2,850 | $5,986-52.4% | $11,612-75.5% | $4,297-33.7% |