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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 | $6,171 | $90,486-93.2% | $78,676-92.2% | $273,972-97.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.38% | 75.62%-69.2pp | 62.19%-55.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $695 | $3,175-78.1% | $2,850-75.6% | $4,869-85.7% |
| Participant deferral / active EE | $864 | $3,901-77.9% | $3,517-75.4% | $5,287-83.7% |
| Admin fee / account holder | $658 | $5,263-87.5% | $4,510-85.4% | $10,133-93.5% |