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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 | $11,448 | $119,143-90.4% | $88,632-87.1% | $152,909-92.5% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.8%+31.2pp | 82.5%+17.5pp |
| Annual return | 10.25% | 48.12%-37.9pp | 43.75%-33.5pp | 345.46%-335.2pp |
| Employer contribution / active EE | $2,356 | $2,675-11.9% | $2,101+12.1% | $4,764-50.6% |
| Participant deferral / active EE | $0 | $3,555-100.0% | $2,917-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,206 | $5,875-79.5% | $4,308-72.0% | $11,601-89.6% |