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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 | $15,534 | $884,045-98.2% | $453,569-96.6% | $167,536-90.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 10.62% | 29.49%-18.9pp | 64.43%-53.8pp | 478.82%-468.2pp |
| Employer contribution / active EE | $7,102 | $5,538+28.2% | $4,072+74.4% | $4,839+46.8% |
| Participant deferral / active EE | $0 | $7,898-100.0% | $6,211-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,926 | $22,063-82.2% | $11,214-65.0% | $12,315-68.1% |