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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 | $13,519 | $162,821-91.7% | $133,978-89.9% | $158,982-91.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.14% | 41.95%-22.8pp | 45.10%-26.0pp | 302.99%-283.9pp |
| Employer contribution / active EE | $1,757 | $4,976-64.7% | $3,919-55.2% | $4,763-63.1% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $842 | $11,742-92.8% | $8,930-90.6% | $11,252-92.5% |