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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 | $11,912 | $53,127-77.6% | $86,587-86.2% | $70,131-83.0% |
| Participation rate | 89.6% | 65.3%+24.3pp | 73.5%+16.0pp | 69.5%+20.0pp |
| Annual return | 20.13% | 27.66%-7.5pp | 964.86%-944.7pp | 73.14%-53.0pp |
| Employer contribution / active EE | $1,979 | $2,068-4.3% | $2,839-30.3% | $2,342-15.5% |
| Participant deferral / active EE | $2,148 | $2,696-20.3% | $3,609-40.5% | $3,332-35.5% |
| Admin fee / account holder | $3,444 | $3,585-3.9% | $4,906-29.8% | $4,645-25.9% |