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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 | $6,407 | $90,486-92.9% | $78,676-91.9% | $273,972-97.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.10% | 75.62%-67.5pp | 62.19%-54.1pp | 41.46%-33.4pp |
| Employer contribution / active EE | $456 | $3,175-85.6% | $2,850-84.0% | $4,869-90.6% |
| Participant deferral / active EE | $893 | $3,901-77.1% | $3,517-74.6% | $5,287-83.1% |
| Admin fee / account holder | $976 | $5,263-81.4% | $4,510-78.4% | $10,133-90.4% |