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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 | $15,663 | $112,935-86.1% | $90,970-82.8% | $158,966-90.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.81% | 215.79%-195.0pp | 134.58%-113.8pp | 302.95%-282.1pp |
| Employer contribution / active EE | $1,312 | $2,895-54.7% | $2,122-38.2% | $4,762-72.5% |
| Participant deferral / active EE | $1,382 | $4,129-66.5% | $3,373-59.0% | $5,983-76.9% |
| Admin fee / account holder | $387 | $8,045-95.2% | $5,960-93.5% | $11,250-96.6% |