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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 | $15,265 | $48,570-68.6% | $130,660-88.3% | $72,976-79.1% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 19.06% | 38.63%-19.6pp | 1709.29%-1690.2pp | 81.02%-62.0pp |
| Employer contribution / active EE | $1,291 | $1,334-3.3% | $4,092-68.5% | $2,440-47.1% |
| Participant deferral / active EE | $1,544 | $2,384-35.2% | $3,603-57.1% | $3,608-57.2% |
| Admin fee / account holder | $731 | $3,549-79.4% | $5,463-86.6% | $5,124-85.7% |