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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 | $13,697 | $105,198-87.0% | $159,455-91.4% | $85,856-84.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 27.29% | 45.08%-17.8pp | 263.63%-236.3pp | 318.58%-291.3pp |
| Employer contribution / active EE | $3,301 | $3,319-0.5% | $4,830-31.7% | $2,565+28.7% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $848 | $6,934-87.8% | $10,800-92.1% | $6,261-86.5% |