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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 | $15,155 | $86,294-82.4% | $111,303-86.4% | $85,856-82.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 17.95% | 19.99%-2.0pp | 54.66%-36.7pp | 318.58%-300.6pp |
| Employer contribution / active EE | $1,200 | $2,043-41.3% | $2,731-56.1% | $2,565-53.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,165 | $8,189-61.4% | $7,966-60.3% | $6,261-49.5% |