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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 | $7,472 | $75,828-90.1% | $147,617-94.9% | $59,632-87.5% |
| Participation rate | 97.2% | 71.6%+25.7pp | 84.6%+12.6pp | 68.7%+28.6pp |
| Annual return | -0.45% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.32%-2041.8pp |
| Employer contribution / active EE | $1,829 | $3,485-47.5% | $5,565-67.1% | $2,203-16.9% |
| Participant deferral / active EE | $1,855 | $3,130-40.7% | $4,895-62.1% | $3,192-41.9% |
| Admin fee / account holder | $2,229 | $5,985-62.8% | $11,611-80.8% | $4,297-48.1% |