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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 | $76,621 | $185,887-58.8% | $179,823-57.4% | $330,599-76.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 42.1%+57.9pp | 43.7%+56.3pp |
| Annual return | 8.68% | 174.20%-165.5pp | 148.78%-140.1pp | 13.05%-4.4pp |
| Employer contribution / active EE | $15,371 | $30,844-50.2% | $26,858-42.8% | $37,664-59.2% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $48-100.0% |
| Admin fee / account holder | $338 | $1,660-79.6% | $1,660-79.6% | $31,365-98.9% |