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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 | $15,294 | $157,829-90.3% | $136,867-88.8% | $198,609-92.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 13.94% | 51.25%-37.3pp | 42.97%-29.0pp | 202.70%-188.8pp |
| Employer contribution / active EE | $1,250 | $3,923-68.1% | $3,547-64.8% | $5,055-75.3% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $543 | $11,107-95.1% | $10,340-94.8% | $19,030-97.1% |