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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 | $4,005 | $90,486-95.6% | $78,676-94.9% | $273,972-98.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.20% | 75.62%-64.4pp | 62.19%-51.0pp | 41.46%-30.3pp |
| Employer contribution / active EE | $6,383 | $3,175+101.0% | $2,850+124.0% | $4,869+31.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,696 | $5,263-29.8% | $4,510-18.0% | $10,133-63.5% |