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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 | $10,818 | $75,832-85.7% | $147,618-92.7% | $59,633-81.9% |
| Participation rate | 80.6% | 71.6%+9.0pp | 84.6%-4.1pp | 68.7%+11.9pp |
| Annual return | 1.84% | 0.37%+1.5pp | 61.98%-60.1pp | 2041.40%-2039.6pp |
| Employer contribution / active EE | $474 | $3,485-86.4% | $5,565-91.5% | $2,203-78.5% |
| Participant deferral / active EE | $1,197 | $3,131-61.8% | $4,895-75.5% | $3,192-62.5% |
| Admin fee / account holder | $2,563 | $5,986-57.2% | $11,612-77.9% | $4,297-40.4% |