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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 | $22,830 | $102,382-77.7% | $147,005-84.5% | $80,874-71.8% |
| Participation rate | 72.3% | 75.8%-3.6pp | 82.2%-9.9pp | 67.6%+4.6pp |
| Annual return | 13.68% | 134.89%-121.2pp | 418.76%-405.1pp | 35.62%-21.9pp |
| Employer contribution / active EE | $3,090 | $3,715-16.8% | $4,934-37.4% | $2,756+12.1% |
| Participant deferral / active EE | $6,675 | $6,646+0.4% | $8,070-17.3% | $4,297+55.3% |
| Admin fee / account holder | $1,350 | $7,942-83.0% | $13,006-89.6% | $6,935-80.5% |