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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 | $19,310 | $89,259-78.4% | $107,187-82.0% | $82,637-76.6% |
| Participation rate | 97.0% | 67.9%+29.0pp | 75.0%+21.9pp | 68.1%+28.9pp |
| Annual return | 18.14% | 21.02%-2.9pp | 204.55%-186.4pp | 53.51%-35.4pp |
| Employer contribution / active EE | $3,431 | $3,080+11.4% | $3,782-9.3% | $2,552+34.4% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,122 | $7,381-71.3% | $9,162-76.8% | $7,339-71.1% |