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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 | $9,139 | $65,440-86.0% | $98,506-90.7% | $85,851-89.4% |
| Participation rate | 78.6% | 65.0%+13.6pp | 73.3%+5.2pp | 69.3%+9.3pp |
| Annual return | 14.31% | 21.75%-7.4pp | 1494.92%-1480.6pp | 318.63%-304.3pp |
| Employer contribution / active EE | $538 | $2,169-75.2% | $2,961-81.8% | $2,565-79.0% |
| Participant deferral / active EE | $1,007 | $3,168-68.2% | $4,277-76.5% | $3,952-74.5% |
| Admin fee / account holder | $2,012 | $4,596-56.2% | $5,955-66.2% | $6,261-67.9% |