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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 | $8,940 | $77,638-88.5% | $156,551-94.3% | $62,881-85.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.89% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $910 | $3,444-73.6% | $5,501-83.5% | $2,281-60.1% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,708 | $5,561-69.3% | $13,028-86.9% | $4,296-60.2% |