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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 | $3,309 | $61,125-94.6% | $94,057-96.5% | $87,485-96.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 25.46% | 35.20%-9.7pp | 480.62%-455.2pp | 26.06%-0.6pp |
| Employer contribution / active EE | $205 | $2,136-90.4% | $2,933-93.0% | $2,596-92.1% |
| Participant deferral / active EE | $1,469 | $3,260-54.9% | $4,709-68.8% | $4,274-65.6% |
| Admin fee / account holder | $913 | $5,629-83.8% | $7,244-87.4% | $7,775-88.3% |