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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 | $16,372 | $85,766-80.9% | $136,298-88.0% | $70,126-76.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 44.69% | 31.46%+13.2pp | 5156.27%-5111.6pp | 73.15%-28.5pp |
| Employer contribution / active EE | $935 | $2,966-68.5% | $4,696-80.1% | $2,343-60.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $310 | $5,421-94.3% | $9,244-96.7% | $4,645-93.3% |