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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 | $11,817 | $106,918-88.9% | $84,021-85.9% | $152,897-92.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 31.86% | 105.01%-73.1pp | 71.32%-39.5pp | 345.43%-313.6pp |
| Employer contribution / active EE | $1,054 | $2,735-61.4% | $1,984-46.8% | $4,764-77.9% |
| Participant deferral / active EE | $5,262 | $4,012+31.1% | $3,239+62.4% | $5,851-10.1% |
| Admin fee / account holder | $347 | $8,288-95.8% | $6,102-94.3% | $11,599-97.0% |