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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 | $6,631 | $102,547-93.5% | $78,210-91.5% | $147,586-95.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 8.81% | 51.08%-42.3pp | 40.90%-32.1pp | 578.59%-569.8pp |
| Employer contribution / active EE | $1,040 | $2,617-60.3% | $2,034-48.9% | $4,876-78.7% |
| Participant deferral / active EE | $1,582 | $3,481-54.6% | $2,823-44.0% | $5,439-70.9% |
| Admin fee / account holder | $4,423 | $5,059-12.6% | $3,758+17.7% | $10,886-59.4% |