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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 | $15,226 | $92,224-83.5% | $76,768-80.2% | $135,381-88.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 173.58% | 5.46%+168.1pp | 2.43%+171.2pp | 519.81%-346.2pp |
| Employer contribution / active EE | $1,260 | $3,216-60.8% | $2,485-49.3% | $4,779-73.6% |
| Participant deferral / active EE | $3,831 | $4,509-15.0% | $3,852-0.5% | $5,609-31.7% |
| Admin fee / account holder | $6,898 | $10,750-35.8% | $6,676+3.3% | $10,828-36.3% |