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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 | $7,219 | $48,011-85.0% | $63,803-88.7% | $82,637-91.3% |
| Participation rate | 82.8% | 66.6%+16.2pp | 72.7%+10.1pp | 68.1%+14.7pp |
| Annual return | 230.65% | 19.84%+210.8pp | 543.72%-313.1pp | 53.51%+177.1pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,632 | $2,846-7.5% | $3,843-31.5% | $4,126-36.2% |
| Admin fee / account holder | $415 | $3,873-89.3% | $5,196-92.0% | $7,339-94.4% |