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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 | $14,639 | $168,636-91.3% | $147,618-90.1% | $125,388-88.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.60% | 77.65%-76.1pp | 61.98%-60.4pp | 282.24%-280.6pp |
| Employer contribution / active EE | $1,504 | $6,252-75.9% | $5,565-73.0% | $4,866-69.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,983 | $13,580-63.3% | $11,612-57.1% | $9,541-47.8% |