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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 | $7,815 | $48,364-83.8% | $71,796-89.1% | $62,881-87.6% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 6.01% | 13.16%-7.2pp | 78.04%-72.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $755 | $1,042-27.6% | $1,924-60.8% | $2,281-66.9% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,736 | $3,771-54.0% | $4,815-64.0% | $4,296-59.6% |