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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 | $14,051 | $116,203-87.9% | $93,621-85.0% | $152,909-90.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 19.17% | 35.96%-16.8pp | 32.76%-13.6pp | 345.46%-326.3pp |
| Employer contribution / active EE | $737 | $3,219-77.1% | $2,719-72.9% | $4,764-84.5% |
| Participant deferral / active EE | $1,973 | $4,605-57.2% | $4,070-51.5% | $5,851-66.3% |
| Admin fee / account holder | $1,358 | $10,751-87.4% | $7,890-82.8% | $11,601-88.3% |