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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 | $7,891 | $77,416-89.8% | $69,464-88.6% | $152,897-94.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.5%-2.5pp |
| Annual return | 17.26% | 39.08%-21.8pp | 28.98%-11.7pp | 345.43%-328.2pp |
| Employer contribution / active EE | $1,328 | $3,315-59.9% | $2,779-52.2% | $4,764-72.1% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $603 | $6,208-90.3% | $3,840-84.3% | $11,599-94.8% |