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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 | $3,414 | $97,125-96.5% | $86,233-96.0% | $137,256-97.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 28.63% | 74.19%-45.6pp | 61.39%-32.8pp | 220.34%-191.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,027 | $5,180-60.9% | $4,559-55.5% | $6,407-68.4% |
| Admin fee / account holder | $520 | $9,725-94.7% | $8,342-93.8% | $12,270-95.8% |