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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 | $13,632 | $75,832-82.0% | $147,617-90.8% | $59,633-77.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 2.92% | 0.37%+2.5pp | 61.98%-59.1pp | 2041.45%-2038.5pp |
| Employer contribution / active EE | $375 | $3,485-89.2% | $5,564-93.3% | $2,203-83.0% |
| Participant deferral / active EE | $1,838 | $3,131-41.3% | $4,895-62.5% | $3,192-42.4% |
| Admin fee / account holder | $489 | $5,986-91.8% | $11,612-95.8% | $4,297-88.6% |