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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 | $20,875 | $101,778-79.5% | $164,975-87.3% | $80,925-74.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 11.32% | 16.73%-5.4pp | 70.12%-58.8pp | 35.65%-24.3pp |
| Employer contribution / active EE | $3,409 | $2,954+15.4% | $4,343-21.5% | $2,756+23.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,821 | $8,221-65.7% | $12,688-77.8% | $6,940-59.3% |