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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 | $13,599 | $115,810-88.3% | $101,271-86.6% | $158,966-91.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.06% | 56.15%-41.1pp | 46.48%-31.4pp | 302.95%-287.9pp |
| Employer contribution / active EE | $1,927 | $4,175-53.8% | $3,660-47.4% | $4,762-59.5% |
| Participant deferral / active EE | $3,750 | $4,958-24.4% | $4,371-14.2% | $5,983-37.3% |
| Admin fee / account holder | $364 | $7,248-95.0% | $5,948-93.9% | $11,250-96.8% |