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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 | $6,520 | $165,939-96.1% | $122,354-94.7% | $147,586-95.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.00% | 34.56%-23.6pp | 30.28%-19.3pp | 578.59%-567.6pp |
| Employer contribution / active EE | $1,087 | $5,754-81.1% | $4,051-73.2% | $4,876-77.7% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $576 | $7,425-92.2% | $5,479-89.5% | $10,886-94.7% |