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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 | $16,984 | $96,123-82.3% | $77,361-78.0% | $198,609-91.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 11.82% | 2054.81%-2043.0pp | 1011.54%-999.7pp | 202.70%-190.9pp |
| Employer contribution / active EE | $2,336 | $3,791-38.4% | $2,990-21.9% | $5,055-53.8% |
| Participant deferral / active EE | $5,339 | $4,975+7.3% | $3,911+36.5% | $6,977-23.5% |
| Admin fee / account holder | $418 | $9,471-95.6% | $5,894-92.9% | $19,030-97.8% |