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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 | $13,629 | $75,832-82.0% | $147,618-90.8% | $59,633-77.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.13% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $804 | $3,485-76.9% | $5,565-85.6% | $2,203-63.5% |
| Participant deferral / active EE | $2,114 | $3,131-32.5% | $4,895-56.8% | $3,192-33.8% |
| Admin fee / account holder | $353 | $5,986-94.1% | $11,612-97.0% | $4,297-91.8% |