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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 | $14,445 | $105,210-86.3% | $159,487-90.9% | $85,851-83.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.05% | 45.08%-28.0pp | 263.71%-246.7pp | 318.63%-301.6pp |
| Employer contribution / active EE | $732 | $3,319-77.9% | $4,831-84.8% | $2,565-71.5% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $670 | $6,934-90.3% | $10,804-93.8% | $6,261-89.3% |