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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 | $6,282 | $75,962-91.7% | $154,108-95.9% | $64,173-90.2% |
| Participation rate | 96.1% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.5pp |
| Annual return | 193.20% | 30.32%+162.9pp | 735.21%-542.0pp | 7.63%+185.6pp |
| Employer contribution / active EE | $1,027 | $3,350-69.3% | $5,298-80.6% | $2,381-56.8% |
| Participant deferral / active EE | $1,298 | $3,175-59.1% | $5,081-74.4% | $3,470-62.6% |
| Admin fee / account holder | $543 | $5,589-90.3% | $13,411-96.0% | $4,887-88.9% |