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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 | $10,238 | $96,236-89.4% | $136,072-92.5% | $80,935-87.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 11.12% | 28.74%-17.6pp | 580.46%-569.3pp | 35.66%-24.5pp |
| Employer contribution / active EE | $1,444 | $3,350-56.9% | $4,216-65.8% | $2,757-47.6% |
| Participant deferral / active EE | $4,090 | $5,709-28.4% | $7,028-41.8% | $4,299-4.9% |
| Admin fee / account holder | $362 | $8,250-95.6% | $6,718-94.6% | $6,924-94.8% |