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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 | $11,752 | $58,493-79.9% | $84,023-86.0% | $72,976-83.9% |
| Participation rate | 71.7% | 61.2%+10.5pp | 69.0%+2.7pp | 69.5%+2.2pp |
| Annual return | 372.34% | 28.93%+343.4pp | 71.32%+301.0pp | 81.02%+291.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,526 | $2,394+5.5% | $3,239-22.0% | $3,608-30.0% |
| Admin fee / account holder | $1,010 | $4,569-77.9% | $6,102-83.5% | $5,124-80.3% |