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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 | $8,801 | $77,419-88.6% | $69,461-87.3% | $152,885-94.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 21.81% | 39.07%-17.3pp | 28.97%-7.2pp | 345.39%-323.6pp |
| Employer contribution / active EE | $1,498 | $3,315-54.8% | $2,779-46.1% | $4,763-68.6% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,284 | $6,207-79.3% | $3,840-66.6% | $11,598-88.9% |