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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 | $21,391 | $102,382-79.1% | $147,005-85.4% | $80,874-73.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.58% | 134.89%-119.3pp | 418.76%-403.2pp | 35.62%-20.0pp |
| Employer contribution / active EE | $1,525 | $3,715-59.0% | $4,934-69.1% | $2,756-44.7% |
| Participant deferral / active EE | $2,835 | $6,646-57.3% | $8,070-64.9% | $4,297-34.0% |
| Admin fee / account holder | $11,965 | $7,942+50.7% | $13,006-8.0% | $6,935+72.5% |