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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 | $15,246 | $157,296-90.3% | $141,191-89.2% | $152,897-90.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.26% | 64.34%-48.1pp | 71.41%-55.2pp | 345.43%-329.2pp |
| Employer contribution / active EE | $4,000 | $5,262-24.0% | $4,736-15.5% | $4,764-16.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,705 | $12,125-11.7% | $10,264+4.3% | $11,599-7.7% |