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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 | $7,413 | $108,882-93.2% | $96,754-92.3% | $154,746-95.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 28.80% | 98.39%-69.6pp | 82.04%-53.2pp | 172.34%-143.5pp |
| Employer contribution / active EE | $2,485 | $3,018-17.7% | $2,679-7.2% | $4,379-43.2% |
| Participant deferral / active EE | $2,485 | $5,323-53.3% | $4,758-47.8% | $6,730-63.1% |
| Admin fee / account holder | $1,472 | $10,200-85.6% | $8,905-83.5% | $14,365-89.8% |