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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 | $17,926 | $176,688-89.9% | $130,660-86.3% | $152,909-88.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 16.76% | 2693.08%-2676.3pp | 1709.29%-1692.5pp | 345.46%-328.7pp |
| Employer contribution / active EE | $450 | $5,743-92.2% | $4,092-89.0% | $4,764-90.5% |
| Participant deferral / active EE | $450 | $4,362-89.7% | $3,603-87.5% | $5,851-92.3% |
| Admin fee / account holder | $812 | $7,131-88.6% | $5,463-85.1% | $11,601-93.0% |