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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 | $18,479 | $117,846-84.3% | $102,434-82.0% | $145,884-87.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 31.90%-31.9pp | 29.46%-29.5pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,959 | $3,615-45.8% | $3,023-35.2% | $4,662-58.0% |
| Participant deferral / active EE | $3,190 | $5,733-44.4% | $5,055-36.9% | $6,690-52.3% |
| Admin fee / account holder | $317 | $13,356-97.6% | $9,462-96.6% | $13,392-97.6% |