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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 | $1,194 | $85,171-98.6% | $172,752-99.3% | $72,975-98.4% |
| Participation rate | 86.7% | 70.1%+16.6pp | 82.6%+4.0pp | 69.5%+17.2pp |
| Annual return | 24.60% | 27.32%-2.7pp | 802.97%-778.4pp | 81.01%-56.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,024 | $3,260-68.6% | $5,198-80.3% | $3,608-71.6% |
| Admin fee / account holder | $761 | $5,880-87.1% | $13,955-94.6% | $5,124-85.2% |