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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 | $115,814-87.3% | $101,275-85.4% | $158,982-90.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.21% | 56.16%-46.9pp | 46.48%-37.3pp | 302.99%-293.8pp |
| Employer contribution / active EE | $9,579 | $4,176+129.4% | $3,660+161.7% | $4,763+101.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,864 | $7,249+22.3% | $5,948+49.0% | $11,252-21.2% |