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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 | $15,521 | $115,796-86.6% | $101,264-84.7% | $158,950-90.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.80% | 56.15%-39.4pp | 46.48%-29.7pp | 302.91%-286.1pp |
| Employer contribution / active EE | $1,434 | $4,175-65.7% | $3,660-60.8% | $4,762-69.9% |
| Participant deferral / active EE | $2,296 | $4,958-53.7% | $4,370-47.5% | $5,983-61.6% |
| Admin fee / account holder | $310 | $7,247-95.7% | $5,947-94.8% | $11,248-97.2% |