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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 | $15,245 | $65,555-76.7% | $86,216-82.3% | $75,173-79.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 16.84% | 46.07%-29.2pp | 1169.42%-1152.6pp | 160.72%-143.9pp |
| Employer contribution / active EE | $1,070 | $1,553-31.1% | $2,382-55.1% | $2,671-59.9% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $604 | $5,469-89.0% | $6,853-91.2% | $5,651-89.3% |