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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 | $15,043 | $96,123-84.4% | $77,361-80.6% | $198,609-92.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 6.82% | 2054.81%-2048.0pp | 1011.54%-1004.7pp | 202.70%-195.9pp |
| Employer contribution / active EE | $1,531 | $3,791-59.6% | $2,990-48.8% | $5,055-69.7% |
| Participant deferral / active EE | $3,102 | $4,975-37.6% | $3,911-20.7% | $6,977-55.5% |
| Admin fee / account holder | $9,936 | $9,471+4.9% | $5,894+68.6% | $19,030-47.8% |