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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 | $9,666 | $166,268-94.2% | $165,100-94.1% | $145,897-93.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.30% | 100.52%-84.2pp | 70.21%-53.9pp | 552.29%-536.0pp |
| Employer contribution / active EE | $1,697 | $5,284-67.9% | $4,348-61.0% | $4,663-63.6% |
| Participant deferral / active EE | $3,708 | $6,964-46.8% | $6,035-38.6% | $6,689-44.6% |
| Admin fee / account holder | $9,841 | $16,659-40.9% | $12,696-22.5% | $13,390-26.5% |