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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 | $13,666 | $96,123-85.8% | $77,361-82.3% | $198,609-93.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 8.62% | 2054.81%-2046.2pp | 1011.54%-1002.9pp | 202.70%-194.1pp |
| Employer contribution / active EE | $1,738 | $3,791-54.2% | $2,990-41.9% | $5,055-65.6% |
| Participant deferral / active EE | $2,433 | $4,975-51.1% | $3,911-37.8% | $6,977-65.1% |
| Admin fee / account holder | $1,936 | $9,471-79.6% | $5,894-67.1% | $19,030-89.8% |