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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 | $5,173 | $57,352-91.0% | $83,831-93.8% | $64,173-91.9% |
| Participation rate | 98.6% | 68.6%+30.0pp | 76.1%+22.4pp | 69.6%+29.0pp |
| Annual return | 46.36% | 11.38%+35.0pp | 850.99%-804.6pp | 7.63%+38.7pp |
| Employer contribution / active EE | $1,497 | $2,546-41.2% | $3,631-58.8% | $2,381-37.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $675 | $4,046-83.3% | $5,479-87.7% | $4,887-86.2% |