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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 | $7,374 | $101,763-92.8% | $164,866-95.5% | $80,874-90.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.40% | 16.73%-3.3pp | 69.97%-56.6pp | 35.62%-22.2pp |
| Employer contribution / active EE | $892 | $2,954-69.8% | $4,343-79.4% | $2,756-67.6% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $670 | $8,228-91.9% | $12,689-94.7% | $6,935-90.3% |