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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 | $7,707 | $103,038-92.5% | $90,324-91.5% | $152,909-95.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.73% | 95.25%-74.5pp | 78.15%-57.4pp | 345.46%-324.7pp |
| Employer contribution / active EE | $1,471 | $3,141-53.2% | $2,856-48.5% | $4,764-69.1% |
| Participant deferral / active EE | $1,662 | $4,282-61.2% | $3,885-57.2% | $5,851-71.6% |
| Admin fee / account holder | $931 | $6,177-84.9% | $5,356-82.6% | $11,601-92.0% |