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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 | $13,074 | $102,429-87.2% | $147,096-91.1% | $80,925-83.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.25% | 135.02%-118.8pp | 419.75%-403.5pp | 35.65%-19.4pp |
| Employer contribution / active EE | $2,252 | $3,716-39.4% | $4,936-54.4% | $2,756-18.3% |
| Participant deferral / active EE | $2,714 | $6,649-59.2% | $8,071-66.4% | $4,299-36.9% |
| Admin fee / account holder | $1,586 | $7,957-80.1% | $13,005-87.8% | $6,940-77.1% |