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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 | $17,999 | $157,304-88.6% | $141,197-87.3% | $152,909-88.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.05% | 64.34%-45.3pp | 71.41%-52.4pp | 345.46%-326.4pp |
| Employer contribution / active EE | $25,000 | $5,263+375.1% | $4,736+427.8% | $4,764+424.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $18,450 | $12,126+52.2% | $10,265+79.7% | $11,601+59.0% |