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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 | $16,167 | $52,678-69.3% | $75,784-78.7% | $59,633-72.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 38.59% | 2.95%+35.6pp | 9.68%+28.9pp | 2041.45%-2002.9pp |
| Employer contribution / active EE | $5,643 | $2,193+157.3% | $3,323+69.8% | $2,203+156.2% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $729 | $3,610-79.8% | $5,300-86.3% | $4,297-83.0% |