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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 | $7,357 | $103,000-92.9% | $90,300-91.9% | $152,885-95.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.98% | 95.19%-77.2pp | 78.11%-60.1pp | 345.39%-327.4pp |
| Employer contribution / active EE | $702 | $3,138-77.6% | $2,854-75.4% | $4,763-85.3% |
| Participant deferral / active EE | $1,865 | $4,281-56.4% | $3,884-52.0% | $5,851-68.1% |
| Admin fee / account holder | $1,021 | $6,173-83.5% | $5,353-80.9% | $11,598-91.2% |