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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 | $9,367 | $63,346-85.2% | $92,240-89.8% | $70,126-86.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.42% | 530.19%-516.8pp | 176.29%-162.9pp | 73.15%-59.7pp |
| Employer contribution / active EE | $2,277 | $2,471-7.8% | $3,680-38.1% | $2,343-2.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $744 | $3,841-80.6% | $5,194-85.7% | $4,645-84.0% |