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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 | $16,333 | $112,933-85.5% | $90,970-82.0% | $158,982-89.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.06% | 215.82%-208.8pp | 134.60%-127.5pp | 302.99%-295.9pp |
| Employer contribution / active EE | $706 | $2,893-75.6% | $2,122-66.7% | $4,763-85.2% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,941 | $8,047-51.0% | $5,961-33.9% | $11,252-65.0% |