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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 | $16,126 | $78,423-79.4% | $95,964-83.2% | $79,856-79.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 27.36% | 19.37%+8.0pp | 91.64%-64.3pp | 31.71%-4.3pp |
| Employer contribution / active EE | $727 | $1,945-62.6% | $2,541-71.4% | $2,471-70.6% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,744 | $5,622-69.0% | $6,797-74.3% | $5,306-67.1% |