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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 | $15,905 | $148,623-89.3% | $135,974-88.3% | $139,466-88.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.97% | 79.30%-52.3pp | 68.30%-41.3pp | 373.66%-346.7pp |
| Employer contribution / active EE | $2,530 | $5,246-51.8% | $4,859-47.9% | $4,754-46.8% |
| Participant deferral / active EE | $2,719 | $8,103-66.4% | $7,760-65.0% | $6,712-59.5% |
| Admin fee / account holder | $169,354 | $12,406+1265.1% | $10,767+1473.0% | $11,409+1384.4% |