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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 | $16,530 | $176,402-90.6% | $134,162-87.7% | $158,982-89.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 8.23% | 63.66%-55.4pp | 36.35%-28.1pp | 302.99%-294.8pp |
| Employer contribution / active EE | $581 | $5,042-88.5% | $3,705-84.3% | $4,763-87.8% |
| Participant deferral / active EE | $3,210 | $4,093-21.6% | $3,500-8.3% | $5,983-46.4% |
| Admin fee / account holder | $10,254 | $8,719+17.6% | $6,685+53.4% | $11,252-8.9% |