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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 | $13,648 | $89,370-84.7% | $141,197-90.3% | $72,976-81.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.95% | 111.88%-88.9pp | 71.41%-48.5pp | 81.02%-58.1pp |
| Employer contribution / active EE | $2,458 | $3,115-21.1% | $4,736-48.1% | $2,440+0.7% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,232 | $5,957-79.3% | $10,265-88.0% | $5,124-76.0% |