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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 | $6,206 | $103,008-94.0% | $90,304-93.1% | $152,897-95.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.00% | 95.22%-77.2pp | 78.13%-60.1pp | 345.43%-327.4pp |
| Employer contribution / active EE | $809 | $3,139-74.2% | $2,855-71.7% | $4,764-83.0% |
| Participant deferral / active EE | $1,346 | $4,281-68.6% | $3,885-65.4% | $5,851-77.0% |
| Admin fee / account holder | $2,516 | $6,175-59.3% | $5,354-53.0% | $11,599-78.3% |