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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 | $10,974 | $75,962-85.6% | $154,108-92.9% | $64,173-82.9% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | 2.22% | 30.32%-28.1pp | 735.21%-733.0pp | 7.63%-5.4pp |
| Employer contribution / active EE | $968 | $3,350-71.1% | $5,298-81.7% | $2,381-59.4% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,170 | $5,589-61.2% | $13,411-83.8% | $4,887-55.6% |