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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 | $20,235 | $70,430-71.3% | $96,572-79.0% | $85,851-76.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 44.92% | 18.58%+26.3pp | 37.79%+7.1pp | 318.63%-273.7pp |
| Employer contribution / active EE | $281 | $1,413-80.1% | $2,357-88.1% | $2,565-89.1% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $953 | $4,996-80.9% | $6,183-84.6% | $6,261-84.8% |