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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 | $7,635 | $165,939-95.4% | $122,354-93.8% | $147,585-94.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.43% | 34.56%-21.1pp | 30.28%-16.8pp | 578.58%-565.2pp |
| Employer contribution / active EE | $1,623 | $5,754-71.8% | $4,051-59.9% | $4,876-66.7% |
| Participant deferral / active EE | $1,623 | $4,005-59.5% | $3,287-50.6% | $5,439-70.2% |
| Admin fee / account holder | $3,107 | $7,425-58.1% | $5,479-43.3% | $10,886-71.5% |