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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 | $13,810 | $89,367-84.5% | $141,191-90.2% | $72,975-81.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 29.34% | 111.87%-82.5pp | 71.41%-42.1pp | 81.01%-51.7pp |
| Employer contribution / active EE | $2,750 | $3,115-11.7% | $4,736-41.9% | $2,440+12.7% |
| Participant deferral / active EE | $6,270 | $5,419+15.7% | $6,710-6.6% | $3,608+73.8% |
| Admin fee / account holder | $3,124 | $5,957-47.6% | $10,264-69.6% | $5,124-39.0% |