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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 | $15,570 | $157,829-90.1% | $136,867-88.6% | $198,609-92.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 8.82% | 51.25%-42.4pp | 42.97%-34.1pp | 202.70%-193.9pp |
| Employer contribution / active EE | $1,148 | $3,923-70.7% | $3,547-67.6% | $5,055-77.3% |
| Participant deferral / active EE | $2,536 | $5,463-53.6% | $4,924-48.5% | $6,977-63.6% |
| Admin fee / account holder | $2,745 | $11,107-75.3% | $10,340-73.5% | $19,030-85.6% |