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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 | $7,406 | $103,038-92.8% | $90,324-91.8% | $152,909-95.2% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.5%-4.7pp |
| Annual return | 24.36% | 95.25%-70.9pp | 78.15%-53.8pp | 345.46%-321.1pp |
| Employer contribution / active EE | $817 | $3,141-74.0% | $2,856-71.4% | $4,764-82.8% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,001 | $6,177-83.8% | $5,356-81.3% | $11,601-91.4% |