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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 | $4,983 | $99,652-95.0% | $78,778-93.7% | $147,586-96.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 8.41% | 47.28%-38.9pp | 35.62%-27.2pp | 578.59%-570.2pp |
| Employer contribution / active EE | $444 | $2,796-84.1% | $1,986-77.6% | $4,876-90.9% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,732 | $7,155-47.8% | $5,134-27.3% | $10,886-65.7% |