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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 | $5,521 | $51,631-89.3% | $129,397-95.7% | $80,925-93.2% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 14.45% | 20.77%-6.3pp | 9453.98%-9439.5pp | 35.65%-21.2pp |
| Employer contribution / active EE | $2,433 | $1,583+53.7% | $4,154-41.4% | $2,756-11.7% |
| Participant deferral / active EE | $3,186 | $2,670+19.3% | $4,167-23.6% | $4,299-25.9% |
| Admin fee / account holder | $476 | $4,309-89.0% | $7,679-93.8% | $6,940-93.1% |