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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 | $11,955 | $65,364-81.7% | $92,909-87.1% | $72,975-83.6% |
| Participation rate | 89.7% | 68.3%+21.3pp | 76.0%+13.6pp | 69.5%+20.2pp |
| Annual return | 20.50% | 42.11%-21.6pp | 109.44%-88.9pp | 81.01%-60.5pp |
| Employer contribution / active EE | $6,454 | $2,594+148.8% | $3,653+76.6% | $2,440+164.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,072 | $4,251-74.8% | $5,795-81.5% | $5,124-79.1% |