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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 | $10,359 | $81,664-87.3% | $70,476-85.3% | $158,966-93.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.65% | 208.59%-199.9pp | 109.12%-100.5pp | 302.95%-294.3pp |
| Employer contribution / active EE | $1,421 | $3,219-55.9% | $2,738-48.1% | $4,762-70.2% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,105 | $6,197-82.2% | $3,847-71.3% | $11,250-90.2% |