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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 | $15,739 | $72,177-78.2% | $115,038-86.3% | $59,633-73.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 35.97% | 12.02%+24.0pp | 26.14%+9.8pp | 2041.45%-2005.5pp |
| Employer contribution / active EE | $986 | $2,841-65.3% | $4,608-78.6% | $2,203-55.2% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $693 | $4,927-85.9% | $8,175-91.5% | $4,297-83.9% |