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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 | $7,508 | $84,685-91.1% | $73,836-89.8% | $125,389-94.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.59% | 3123.80%-3123.2pp | 2268.06%-2267.5pp | 282.24%-281.7pp |
| Employer contribution / active EE | $896 | $3,123-71.3% | $2,787-67.8% | $4,866-81.6% |
| Participant deferral / active EE | $1,504 | $3,993-62.3% | $3,583-58.0% | $5,352-71.9% |
| Admin fee / account holder | $608 | $5,694-89.3% | $4,882-87.5% | $9,541-93.6% |