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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 | $8,859 | $81,208-89.1% | $98,920-91.0% | $79,852-88.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 15.01% | 60.99%-46.0pp | 196.47%-181.5pp | 31.72%-16.7pp |
| Employer contribution / active EE | $774 | $1,960-60.5% | $2,689-71.2% | $2,471-68.7% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $585 | $6,013-90.3% | $6,643-91.2% | $5,306-89.0% |