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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 | $8,840 | $95,383-90.7% | $185,837-95.2% | $85,856-89.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.62% | 23.59%-7.0pp | 122.08%-105.5pp | 318.58%-302.0pp |
| Employer contribution / active EE | $654 | $3,313-80.3% | $5,168-87.3% | $2,565-74.5% |
| Participant deferral / active EE | $1,981 | $3,423-42.1% | $5,568-64.4% | $3,952-49.9% |
| Admin fee / account holder | $423 | $7,213-94.1% | $16,241-97.4% | $6,261-93.2% |