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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 | $9,047 | $75,832-88.1% | $147,617-93.9% | $59,633-84.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.52% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,439 | $3,485-58.7% | $5,564-74.1% | $2,203-34.6% |
| Participant deferral / active EE | $948 | $3,131-69.7% | $4,895-80.6% | $3,192-70.3% |
| Admin fee / account holder | $1,009 | $5,986-83.1% | $11,612-91.3% | $4,297-76.5% |