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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 | $10,957 | $91,037-88.0% | $71,671-84.7% | $147,586-92.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 13.08% | 20.48%-7.4pp | 20.65%-7.6pp | 578.59%-565.5pp |
| Employer contribution / active EE | $2,845 | $3,327-14.5% | $2,460+15.7% | $4,876-41.6% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,005 | $8,613-65.1% | $5,558-45.9% | $10,886-72.4% |