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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 | $6,721 | $197,819-96.6% | $155,789-95.7% | $125,389-94.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.90% | 86.73%-85.8pp | 71.54%-70.6pp | 282.24%-281.3pp |
| Employer contribution / active EE | $1,422 | $4,850-70.7% | $3,839-62.9% | $4,866-70.8% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,022 | $9,544-89.3% | $7,477-86.3% | $9,541-89.3% |