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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 | $9,702 | $75,832-87.2% | $147,617-93.4% | $59,633-83.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.39% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $751 | $3,485-78.4% | $5,564-86.5% | $2,203-65.9% |
| Participant deferral / active EE | $1,221 | $3,131-61.0% | $4,895-75.1% | $3,192-61.8% |
| Admin fee / account holder | $648 | $5,986-89.2% | $11,612-94.4% | $4,297-84.9% |