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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 | $7,748 | $91,037-91.5% | $71,671-89.2% | $147,586-94.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 11.39% | 20.48%-9.1pp | 20.65%-9.3pp | 578.59%-567.2pp |
| Employer contribution / active EE | $1,063 | $3,327-68.1% | $2,460-56.8% | $4,876-78.2% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $654 | $8,613-92.4% | $5,558-88.2% | $10,886-94.0% |