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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 | $12,626 | $112,112-88.7% | $95,956-86.8% | $158,950-92.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.34% | 171.15%-153.8pp | 91.63%-74.3pp | 302.91%-285.6pp |
| Employer contribution / active EE | $1,587 | $3,199-50.4% | $2,541-37.5% | $4,762-66.7% |
| Participant deferral / active EE | $5,012 | $4,784+4.8% | $4,167+20.3% | $5,983-16.2% |
| Admin fee / account holder | $354 | $10,134-96.5% | $6,797-94.8% | $11,248-96.8% |