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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 | $4,746 | $102,422-95.4% | $147,117-96.8% | $80,959-94.1% |
| Participation rate | 89.2% | 75.9%+13.3pp | 82.2%+7.0pp | 67.7%+21.5pp |
| Annual return | 21.39% | 135.16%-113.8pp | 420.54%-399.1pp | 35.67%-14.3pp |
| Employer contribution / active EE | $910 | $3,717-75.5% | $4,932-81.6% | $2,757-67.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $435 | $7,953-94.5% | $12,993-96.7% | $6,925-93.7% |