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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 | $7,807 | $110,801-93.0% | $86,615-91.0% | $167,536-95.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 7.93% | 116.96%-109.0pp | 63.51%-55.6pp | 478.82%-470.9pp |
| Employer contribution / active EE | $908 | $3,245-72.0% | $2,496-63.6% | $4,839-81.2% |
| Participant deferral / active EE | $929 | $4,547-79.6% | $3,699-74.9% | $6,342-85.3% |
| Admin fee / account holder | $1,028 | $8,417-87.8% | $5,830-82.4% | $12,315-91.7% |