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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 | $13,024 | $112,121-88.4% | $95,960-86.4% | $158,966-91.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.05% | 171.16%-150.1pp | 91.63%-70.6pp | 302.95%-281.9pp |
| Employer contribution / active EE | $1,284 | $3,199-59.9% | $2,541-49.5% | $4,762-73.0% |
| Participant deferral / active EE | $13,000 | $4,784+171.7% | $4,167+212.0% | $5,983+117.3% |
| Admin fee / account holder | $1,380 | $10,135-86.4% | $6,797-79.7% | $11,250-87.7% |