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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 | $10,185 | $102,547-90.1% | $78,210-87.0% | $147,586-93.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 7.37% | 51.08%-43.7pp | 40.90%-33.5pp | 578.59%-571.2pp |
| Employer contribution / active EE | $1,317 | $2,617-49.7% | $2,034-35.2% | $4,876-73.0% |
| Participant deferral / active EE | $0 | $3,481-100.0% | $2,823-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,710 | $5,059-26.7% | $3,758-1.3% | $10,886-65.9% |