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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 | $13,466 | $85,171-84.2% | $172,752-92.2% | $72,975-81.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 31.69% | 27.32%+4.4pp | 802.97%-771.3pp | 81.01%-49.3pp |
| Employer contribution / active EE | $1,446 | $3,324-56.5% | $5,144-71.9% | $2,440-40.7% |
| Participant deferral / active EE | $2,963 | $3,260-9.1% | $5,198-43.0% | $3,608-17.9% |
| Admin fee / account holder | $416 | $5,880-92.9% | $13,955-97.0% | $5,124-91.9% |