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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 | $20,202 | $58,828-65.7% | $78,002-74.1% | $62,881-67.9% |
| Participation rate | 97.2% | 71.1%+26.2pp | 75.5%+21.7pp | 69.3%+27.9pp |
| Annual return | 28.85% | 17.16%+11.7pp | 425.99%-397.1pp | 20.14%+8.7pp |
| Employer contribution / active EE | $687 | $1,672-58.9% | $2,470-72.2% | $2,281-69.9% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,382 | $4,393-45.8% | $5,481-56.5% | $4,296-44.5% |