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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 | $15,721 | $124,346-87.4% | $111,308-85.9% | $167,536-90.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 29.92% | 37.45%-7.5pp | 54.67%-24.7pp | 478.82%-448.9pp |
| Employer contribution / active EE | $1,886 | $3,437-45.1% | $2,732-31.0% | $4,839-61.0% |
| Participant deferral / active EE | $3,386 | $5,182-34.6% | $4,487-24.5% | $6,342-46.6% |
| Admin fee / account holder | $658 | $10,621-93.8% | $7,965-91.7% | $12,315-94.7% |