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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 | $6,532 | $47,479-86.2% | $62,929-89.6% | $82,448-92.1% |
| Participation rate | 81.8% | 66.9%+14.9pp | 73.1%+8.7pp | 68.1%+13.8pp |
| Annual return | 17.36% | 20.34%-3.0pp | 1063.93%-1046.6pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,409 | $2,870-50.9% | $3,888-63.8% | $4,139-66.0% |
| Admin fee / account holder | $818 | $3,804-78.5% | $5,065-83.9% | $7,234-88.7% |