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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 | $3,404 | $100,139-96.6% | $85,187-96.0% | $145,884-97.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.13% | 84.15%-75.0pp | 66.67%-57.5pp | 551.85%-542.7pp |
| Employer contribution / active EE | $759 | $3,238-76.6% | $2,732-72.2% | $4,662-83.7% |
| Participant deferral / active EE | $945 | $5,296-82.2% | $4,525-79.1% | $6,690-85.9% |
| Admin fee / account holder | $591 | $7,262-91.9% | $6,162-90.4% | $13,392-95.6% |