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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 | $12,815 | $85,171-85.0% | $172,753-92.6% | $72,976-82.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.40% | 27.32%-5.9pp | 803.00%-781.6pp | 81.02%-59.6pp |
| Employer contribution / active EE | $676 | $3,324-79.7% | $5,144-86.9% | $2,440-72.3% |
| Participant deferral / active EE | $2,811 | $3,260-13.8% | $5,198-45.9% | $3,608-22.1% |
| Admin fee / account holder | $898 | $5,880-84.7% | $13,956-93.6% | $5,124-82.5% |