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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 | $20,725 | $156,616-86.8% | $133,346-84.5% | $198,609-89.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 7.40% | 44.25%-36.9pp | 36.85%-29.5pp | 202.70%-195.3pp |
| Employer contribution / active EE | $2,932 | $3,368-12.9% | $2,853+2.8% | $5,055-42.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $336 | $17,468-98.1% | $14,264-97.6% | $19,030-98.2% |