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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 | $10,577 | $91,179-88.4% | $178,499-94.1% | $79,852-86.8% |
| Participation rate | 78.7% | 69.2%+9.5pp | 81.9%-3.2pp | 69.6%+9.1pp |
| Annual return | 15.31% | 24.19%-8.9pp | 151.10%-135.8pp | 31.72%-16.4pp |
| Employer contribution / active EE | $912 | $3,256-72.0% | $5,011-81.8% | $2,471-63.1% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $350 | $6,749-94.8% | $13,986-97.5% | $5,306-93.4% |