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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 | $15,084 | $102,385-85.3% | $147,080-89.7% | $80,935-81.4% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.7%+26.8pp |
| Annual return | 19.39% | 135.09%-115.7pp | 420.17%-400.8pp | 35.66%-16.3pp |
| Employer contribution / active EE | $2,548 | $3,717-31.5% | $4,933-48.4% | $2,757-7.6% |
| Participant deferral / active EE | $3,237 | $6,651-51.3% | $8,066-59.9% | $4,299-24.7% |
| Admin fee / account holder | $2,475 | $7,951-68.9% | $12,989-80.9% | $6,924-64.3% |