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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 | $10,609 | $51,184-79.3% | $66,439-84.0% | $86,983-87.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 11.82% | 17.07%-5.3pp | 757.66%-745.8pp | 25.83%-14.0pp |
| Employer contribution / active EE | $2,137 | $2,023+5.7% | $2,637-18.9% | $2,584-17.3% |
| Participant deferral / active EE | $1,695 | $2,927-42.1% | $3,876-56.3% | $4,194-59.6% |
| Admin fee / account holder | $1,182 | $4,154-71.5% | $6,173-80.8% | $7,856-84.9% |