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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 | $6,105 | $77,416-92.1% | $69,464-91.2% | $152,897-96.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 14.51% | 39.08%-24.6pp | 28.98%-14.5pp | 345.43%-330.9pp |
| Employer contribution / active EE | $969 | $3,315-70.8% | $2,779-65.1% | $4,764-79.7% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,124 | $6,208-81.9% | $3,840-70.7% | $11,599-90.3% |