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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 | $15,195 | $165,939-90.8% | $122,354-87.6% | $147,585-89.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.46% | 34.56%-20.1pp | 30.28%-15.8pp | 578.58%-564.1pp |
| Employer contribution / active EE | $1,758 | $5,754-69.4% | $4,051-56.6% | $4,876-63.9% |
| Participant deferral / active EE | $802 | $4,005-80.0% | $3,287-75.6% | $5,439-85.3% |
| Admin fee / account holder | $7,097 | $7,425-4.4% | $5,479+29.5% | $10,886-34.8% |