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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 | $11,912 | $60,139-80.2% | $90,461-86.8% | $79,856-85.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.51% | 71.96%-54.5pp | 1294.76%-1277.3pp | 31.71%-14.2pp |
| Employer contribution / active EE | $367 | $2,069-82.3% | $3,264-88.8% | $2,471-85.2% |
| Participant deferral / active EE | $1,297 | $2,939-55.9% | $3,964-67.3% | $3,741-65.3% |
| Admin fee / account holder | $1,675 | $3,978-57.9% | $5,617-70.2% | $5,306-68.4% |