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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 | $16,947 | $64,324-73.7% | $118,914-85.7% | $79,856-78.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 19.42% | 86.45%-67.0pp | 35.89%-16.5pp | 31.71%-12.3pp |
| Employer contribution / active EE | $5,495 | $1,836+199.3% | $3,264+68.4% | $2,471+122.4% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,741-100.0% |
| Admin fee / account holder | $709 | $4,040-82.4% | $6,582-89.2% | $5,306-86.6% |