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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 | $14,128 | $105,856-86.7% | $90,161-84.3% | $147,586-90.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.42% | 37.63%-24.2pp | 34.89%-21.5pp | 578.59%-565.2pp |
| Employer contribution / active EE | $1,236 | $4,126-70.1% | $3,318-62.8% | $4,876-74.7% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,292 | $8,046-83.9% | $5,943-78.3% | $10,886-88.1% |