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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 | $8,186 | $129,217-93.7% | $93,406-91.2% | $158,950-94.9% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 5.49% | 118.21%-112.7pp | 78.05%-72.6pp | 302.91%-297.4pp |
| Employer contribution / active EE | $736 | $2,711-72.9% | $2,075-64.5% | $4,762-84.6% |
| Participant deferral / active EE | $1,246 | $3,909-68.1% | $3,126-60.1% | $5,983-79.2% |
| Admin fee / account holder | $1,297 | $7,383-82.4% | $5,230-75.2% | $11,248-88.5% |