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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 | $19,897 | $65,961-69.8% | $180,320-89.0% | $94,015-78.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 13.57% | 14.27%-0.7pp | 778.54%-765.0pp | 17.84%-4.3pp |
| Employer contribution / active EE | $2,153 | $1,737+23.9% | $4,108-47.6% | $2,790-22.8% |
| Participant deferral / active EE | $0 | $3,003-100.0% | $4,304-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,696 | $4,901-65.4% | $10,000-83.0% | $8,951-81.0% |