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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 | $5,765 | $75,959-92.4% | $154,114-96.3% | $64,181-91.0% |
| Participation rate | 97.4% | 70.4%+27.0pp | 83.0%+14.3pp | 69.6%+27.8pp |
| Annual return | 0.77% | 30.32%-29.5pp | 735.16%-734.4pp | 7.63%-6.9pp |
| Employer contribution / active EE | $854 | $3,350-74.5% | $5,298-83.9% | $2,381-64.1% |
| Participant deferral / active EE | $898 | $3,175-71.7% | $5,081-82.3% | $3,470-74.1% |
| Admin fee / account holder | $1,124 | $5,589-79.9% | $13,411-91.6% | $4,887-77.0% |