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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 | $4,985 | $165,939-97.0% | $122,354-95.9% | $147,586-96.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.56% | 34.56%-20.0pp | 30.28%-15.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $1,736 | $5,754-69.8% | $4,051-57.1% | $4,876-64.4% |
| Participant deferral / active EE | $1,736 | $4,005-56.7% | $3,287-47.2% | $5,439-68.1% |
| Admin fee / account holder | $2,997 | $7,425-59.6% | $5,479-45.3% | $10,886-72.5% |