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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 | $18,251 | $176,688-89.7% | $130,660-86.0% | $152,897-88.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 18.04% | 2693.08%-2675.0pp | 1709.29%-1691.3pp | 345.43%-327.4pp |
| Employer contribution / active EE | $1,035 | $5,743-82.0% | $4,092-74.7% | $4,764-78.3% |
| Participant deferral / active EE | $780 | $4,362-82.1% | $3,603-78.4% | $5,851-86.7% |
| Admin fee / account holder | $355 | $7,131-95.0% | $5,463-93.5% | $11,599-96.9% |