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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 | $19,673 | $102,382-80.8% | $147,005-86.6% | $80,874-75.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.13% | 134.89%-116.8pp | 418.76%-400.6pp | 35.62%-17.5pp |
| Employer contribution / active EE | $2,353 | $3,715-36.7% | $4,934-52.3% | $2,756-14.6% |
| Participant deferral / active EE | $3,364 | $6,646-49.4% | $8,070-58.3% | $4,297-21.7% |
| Admin fee / account holder | $805 | $7,942-89.9% | $13,006-93.8% | $6,935-88.4% |