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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 | $50,554-87.1% | $67,681-90.3% | $87,485-92.5% |
| Participation rate | 81.8% | 67.7%+14.1pp | 73.7%+8.1pp | 68.9%+12.9pp |
| Annual return | 17.36% | 17.81%-0.4pp | 590.58%-573.2pp | 26.06%-8.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,409 | $2,961-52.4% | $3,976-64.6% | $4,274-67.0% |
| Admin fee / account holder | $818 | $4,132-80.2% | $6,100-86.6% | $7,775-89.5% |