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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 | $5,366 | $95,415-94.4% | $185,851-97.1% | $85,851-93.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 273.13% | 23.59%+249.5pp | 122.11%+151.0pp | 318.63%-45.5pp |
| Employer contribution / active EE | $459 | $3,314-86.1% | $5,168-91.1% | $2,565-82.1% |
| Participant deferral / active EE | $1,382 | $3,424-59.6% | $5,569-75.2% | $3,952-65.0% |
| Admin fee / account holder | $346 | $7,215-95.2% | $16,245-97.9% | $6,261-94.5% |