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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 | $16,785 | $102,385-83.6% | $147,080-88.6% | $80,935-79.3% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 15.14% | 135.09%-120.0pp | 420.17%-405.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $2,461 | $3,717-33.8% | $4,933-50.1% | $2,757-10.7% |
| Participant deferral / active EE | $2,745 | $6,651-58.7% | $8,066-66.0% | $4,299-36.2% |
| Admin fee / account holder | $2,443 | $7,951-69.3% | $12,989-81.2% | $6,924-64.7% |