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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 | $11,189 | $75,828-85.2% | $147,617-92.4% | $59,632-81.2% |
| Participation rate | 96.9% | 71.6%+25.4pp | 84.6%+12.3pp | 68.7%+28.3pp |
| Annual return | 0.23% | 0.37%-0.1pp | 61.98%-61.7pp | 2041.32%-2041.1pp |
| Employer contribution / active EE | $1,356 | $3,485-61.1% | $5,565-75.6% | $2,203-38.4% |
| Participant deferral / active EE | $2,252 | $3,130-28.1% | $4,895-54.0% | $3,192-29.4% |
| Admin fee / account holder | $643 | $5,985-89.3% | $11,611-94.5% | $4,297-85.0% |