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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 | $18,667 | $171,492-89.1% | $150,734-87.6% | $198,609-90.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 10.32% | 804.70%-794.4pp | 600.81%-590.5pp | 202.70%-192.4pp |
| Employer contribution / active EE | $1,928 | $5,470-64.8% | $4,918-60.8% | $5,055-61.9% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,101 | $17,628-93.8% | $14,905-92.6% | $19,030-94.2% |