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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 | $19,846 | $99,079-80.0% | $78,002-74.6% | $273,972-92.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.66% | 217.93%-211.3pp | 425.99%-419.3pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,500 | $3,308-54.7% | $2,470-39.3% | $4,869-69.2% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $21,212 | $8,954+136.9% | $5,481+287.0% | $10,133+109.3% |