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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 | $14,766 | $115,780-87.2% | $101,255-85.4% | $158,931-90.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.21% | 56.14%-46.9pp | 46.48%-37.3pp | 302.86%-293.6pp |
| Employer contribution / active EE | $9,579 | $4,175+129.4% | $3,660+161.7% | $4,761+101.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $8,864 | $7,246+22.3% | $5,946+49.1% | $11,247-21.2% |