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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 | $1,852 | $98,776-98.1% | $149,745-98.8% | $79,856-97.7% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 17.65% | 27.38%-9.7pp | 276.72%-259.1pp | 31.71%-14.1pp |
| Employer contribution / active EE | $663 | $3,217-79.4% | $4,646-85.7% | $2,471-73.2% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $321 | $6,053-94.7% | $9,312-96.6% | $5,306-94.0% |