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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 | $4,435 | $95,580-95.4% | $76,872-94.2% | $139,466-96.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.75% | 55.00%-43.2pp | 37.90%-26.2pp | 373.66%-361.9pp |
| Employer contribution / active EE | $2,291 | $3,145-27.2% | $2,533-9.6% | $4,754-51.8% |
| Participant deferral / active EE | $2,132 | $4,623-53.9% | $3,832-44.4% | $6,712-68.2% |
| Admin fee / account holder | $621 | $8,302-92.5% | $5,476-88.7% | $11,409-94.6% |