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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 | $8,799 | $154,209-94.3% | $130,062-93.2% | $139,487-93.7% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 13.68% | 32.52%-18.8pp | -137.37%+151.0pp | 373.84%-360.2pp |
| Employer contribution / active EE | $1,411 | $5,292-73.3% | $4,322-67.4% | $4,755-70.3% |
| Participant deferral / active EE | $2,215 | $6,709-67.0% | $5,821-61.9% | $6,713-67.0% |
| Admin fee / account holder | $5,875 | $13,988-58.0% | $10,601-44.6% | $11,407-48.5% |