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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 | $13,708 | $152,612-91.0% | $125,192-89.1% | $152,897-91.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 14.41% | 54.85%-40.4pp | 43.79%-29.4pp | 345.43%-331.0pp |
| Employer contribution / active EE | $4,445 | $4,947-10.2% | $3,866+15.0% | $4,764-6.7% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,314 | $13,437-67.9% | $9,704-55.5% | $11,599-62.8% |