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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 | $25,105 | $152,612-83.5% | $125,192-79.9% | $152,897-83.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 15.46% | 54.85%-39.4pp | 43.79%-28.3pp | 345.43%-330.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,552 | $5,868-56.5% | $4,937-48.3% | $5,851-56.4% |
| Admin fee / account holder | $879 | $13,437-93.5% | $9,704-90.9% | $11,599-92.4% |