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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 | $1,427 | $107,030-98.7% | $73,550-98.1% | $147,586-99.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 17.74% | 38.25%-20.5pp | -15.16%+32.9pp | 578.59%-560.9pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $651 | $2,458-73.5% | $1,804-63.9% | $5,439-88.0% |
| Admin fee / account holder | $554 | $3,055-81.9% | $2,320-76.1% | $10,886-94.9% |