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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 | $15,264 | $107,368-85.8% | $92,915-83.6% | $152,909-90.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.89% | 145.64%-130.8pp | 109.45%-94.6pp | 345.46%-330.6pp |
| Employer contribution / active EE | $3,662 | $4,222-13.3% | $3,653+0.2% | $4,764-23.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $702 | $7,082-90.1% | $5,796-87.9% | $11,601-93.9% |