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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 | $12,623 | $95,406-86.8% | $185,849-93.2% | $85,847-85.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.22% | 23.59%-7.4pp | 122.10%-105.9pp | 318.61%-302.4pp |
| Employer contribution / active EE | $1,714 | $3,314-48.3% | $5,169-66.8% | $2,565-33.2% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,349 | $7,214-81.3% | $16,244-91.7% | $6,261-78.5% |