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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 | $6,651 | $53,128-87.5% | $86,582-92.3% | $70,126-90.5% |
| Participation rate | 87.1% | 65.3%+21.8pp | 73.5%+13.5pp | 69.5%+17.6pp |
| Annual return | 19.31% | 27.66%-8.4pp | 965.08%-945.8pp | 73.15%-53.8pp |
| Employer contribution / active EE | $323 | $2,068-84.4% | $2,839-88.6% | $2,343-86.2% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $463 | $3,584-87.1% | $4,904-90.6% | $4,645-90.0% |