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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 | $16,148 | $99,079-83.7% | $78,002-79.3% | $273,972-94.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 27.99% | 217.93%-189.9pp | 425.99%-398.0pp | 41.46%-13.5pp |
| Employer contribution / active EE | $1,539 | $3,308-53.5% | $2,470-37.7% | $4,869-68.4% |
| Participant deferral / active EE | $5,239 | $4,306+21.7% | $3,497+49.8% | $5,287-0.9% |
| Admin fee / account holder | $593 | $8,954-93.4% | $5,481-89.2% | $10,133-94.1% |