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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 | $10,861 | $60,139-81.9% | $90,461-88.0% | $79,856-86.4% |
| Participation rate | 88.9% | 65.0%+23.9pp | 72.7%+16.2pp | 69.6%+19.2pp |
| Annual return | 15.80% | 71.96%-56.2pp | 1294.76%-1279.0pp | 31.71%-15.9pp |
| Employer contribution / active EE | $364 | $2,069-82.4% | $3,264-88.8% | $2,471-85.3% |
| Participant deferral / active EE | $1,992 | $2,939-32.2% | $3,964-49.7% | $3,741-46.7% |
| Admin fee / account holder | $865 | $3,978-78.3% | $5,617-84.6% | $5,306-83.7% |