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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 | $9,048 | $51,184-82.3% | $66,439-86.4% | $86,983-89.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 15.62% | 17.07%-1.5pp | 757.66%-742.0pp | 25.83%-10.2pp |
| Employer contribution / active EE | $646 | $2,023-68.1% | $2,637-75.5% | $2,584-75.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $559 | $4,154-86.6% | $6,173-91.0% | $7,856-92.9% |