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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 | $17,621 | $63,342-72.2% | $92,235-80.9% | $70,131-74.9% |
| Participation rate | 84.5% | 68.7%+15.8pp | 76.5%+8.0pp | 69.5%+14.9pp |
| Annual return | 17.70% | 530.15%-512.5pp | 176.28%-158.6pp | 73.14%-55.4pp |
| Employer contribution / active EE | $2,684 | $2,471+8.6% | $3,679-27.1% | $2,342+14.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,298 | $3,840-66.2% | $5,194-75.0% | $4,645-72.1% |