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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 | $25,248 | $91,559-72.4% | $133,978-81.2% | $79,856-68.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 33.72% | 61.85%-28.1pp | 45.10%-11.4pp | 31.71%+2.0pp |
| Employer contribution / active EE | $1,389 | $2,384-41.7% | $3,919-64.6% | $2,471-43.8% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,224 | $6,321-80.6% | $8,930-86.3% | $5,306-76.9% |