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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 | $8,785 | $176,402-95.0% | $134,162-93.5% | $158,982-94.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.06% | 63.66%-51.6pp | 36.35%-24.3pp | 302.99%-290.9pp |
| Employer contribution / active EE | $1,443 | $5,042-71.4% | $3,705-61.1% | $4,763-69.7% |
| Participant deferral / active EE | $8,279 | $4,093+102.3% | $3,500+136.6% | $5,983+38.4% |
| Admin fee / account holder | $284,942 | $8,719+3168.0% | $6,685+4162.1% | $11,252+2432.5% |