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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 | $10,780 | $102,422-89.5% | $147,117-92.7% | $80,959-86.7% |
| Participation rate | 97.7% | 75.9%+21.9pp | 82.2%+15.5pp | 67.7%+30.1pp |
| Annual return | 19.08% | 135.16%-116.1pp | 420.54%-401.5pp | 35.67%-16.6pp |
| Employer contribution / active EE | $8,754 | $3,717+135.5% | $4,932+77.5% | $2,757+217.5% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,679 | $7,953-66.3% | $12,993-79.4% | $6,925-61.3% |