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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 | $23,283 | $72,486-67.9% | $87,103-73.3% | $72,976-68.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 46.02% | 24.46%+21.6pp | 28.19%+17.8pp | 81.02%-35.0pp |
| Employer contribution / active EE | $1,107 | $1,894-41.5% | $2,521-56.1% | $2,440-54.6% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $467 | $5,055-90.8% | $7,491-93.8% | $5,124-90.9% |