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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 | $3,188 | $90,617-96.5% | $79,476-96.0% | $135,382-97.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.49% | 977.57%-977.1pp | 718.21%-717.7pp | 519.77%-519.3pp |
| Employer contribution / active EE | $432 | $3,068-85.9% | $2,800-84.6% | $4,779-91.0% |
| Participant deferral / active EE | $660 | $4,050-83.7% | $3,704-82.2% | $5,609-88.2% |
| Admin fee / account holder | $1,059 | $5,907-82.1% | $5,113-79.3% | $10,829-90.2% |