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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 | $17,663 | $52,911-66.6% | $73,309-75.9% | $59,633-70.4% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 16.22% | 12.20%+4.0pp | 5.67%+10.5pp | 2041.45%-2025.2pp |
| Employer contribution / active EE | $5,877 | $1,909+207.9% | $3,237+81.5% | $2,203+166.8% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,100 | $3,835-71.3% | $5,635-80.5% | $4,297-74.4% |