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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 | $19,860 | $154,209-87.1% | $130,062-84.7% | $139,487-85.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.94% | 32.52%-18.6pp | -137.37%+151.3pp | 373.84%-359.9pp |
| Employer contribution / active EE | $2,316 | $5,292-56.2% | $4,322-46.4% | $4,755-51.3% |
| Participant deferral / active EE | $5,075 | $6,709-24.4% | $5,821-12.8% | $6,713-24.4% |
| Admin fee / account holder | $1,028 | $13,988-92.7% | $10,601-90.3% | $11,407-91.0% |