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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 | $12,447 | $60,128-79.3% | $90,440-86.2% | $79,852-84.4% |
| Participation rate | 97.2% | 65.0%+32.2pp | 72.7%+24.5pp | 69.6%+27.6pp |
| Annual return | 18.46% | 71.95%-53.5pp | 1294.38%-1275.9pp | 31.72%-13.3pp |
| Employer contribution / active EE | $1,561 | $2,068-24.5% | $3,263-52.1% | $2,471-36.8% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,776 | $3,977-55.3% | $5,615-68.4% | $5,306-66.5% |