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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 | $13,987 | $176,402-92.1% | $134,155-89.6% | $158,950-91.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 3.85% | 63.66%-59.8pp | 36.34%-32.5pp | 302.91%-299.1pp |
| Employer contribution / active EE | $2,018 | $5,042-60.0% | $3,705-45.5% | $4,762-57.6% |
| Participant deferral / active EE | $3,203 | $4,093-21.7% | $3,500-8.5% | $5,983-46.5% |
| Admin fee / account holder | $11,870 | $8,719+36.1% | $6,685+77.6% | $11,248+5.5% |