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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 | $2,443 | $46,360-94.7% | $147,617-98.3% | $52,331-95.3% |
| Participation rate | 98.1% | 64.9%+33.2pp | 84.6%+13.5pp | 68.1%+30.0pp |
| Annual return | 0.09% | 1.62%-1.5pp | 61.98%-61.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $332 | $2,126-84.4% | $5,564-94.0% | $1,882-82.4% |
| Participant deferral / active EE | $664 | $2,258-70.6% | $4,895-86.4% | $3,022-78.0% |
| Admin fee / account holder | $490 | $766-36.1% | $11,612-95.8% | $592-17.2% |