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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 | $6,766 | $63,924-89.4% | $108,582-93.8% | $55,167-87.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 38.10% | 15.31%+22.8pp | -51.70%+89.8pp | 169.23%-131.1pp |
| Employer contribution / active EE | $2,287 | $1,879+21.7% | $3,758-39.2% | $1,963+16.5% |
| Participant deferral / active EE | $2,512 | $3,067-18.1% | $4,311-41.7% | $3,054-17.7% |
| Admin fee / account holder | $396 | $618-35.9% | $7,645-94.8% | $504-21.4% |