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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 | $8,879 | $103,008-91.4% | $90,304-90.2% | $152,897-94.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 12.55% | 95.22%-82.7pp | 78.13%-65.6pp | 345.43%-332.9pp |
| Employer contribution / active EE | $2,696 | $3,139-14.1% | $2,855-5.6% | $4,764-43.4% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,336 | $6,175-78.4% | $5,354-75.0% | $11,599-88.5% |