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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 | $4,557 | $77,638-94.1% | $156,551-97.1% | $62,881-92.8% |
| Participation rate | 91.7% | 71.2%+20.5pp | 84.0%+7.7pp | 69.3%+22.4pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $814 | $3,444-76.4% | $5,501-85.2% | $2,281-64.3% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $752 | $5,561-86.5% | $13,028-94.2% | $4,296-82.5% |