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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 | $39,747 | $224,072-82.3% | $220,428-82.0% | $254,173-84.4% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 10.10% | 99.74%-89.6pp | 90.61%-80.5pp | 259.17%-249.1pp |
| Employer contribution / active EE | $24,000 | $35,080-31.6% | $32,730-26.7% | $41,471-42.1% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $373 | $13,610-97.3% | $12,805-97.1% | $21,502-98.3% |