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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 | $19,112 | $154,193-87.6% | $130,045-85.3% | $139,466-86.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.55% | 32.51%-12.0pp | -137.30%+157.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $1,607 | $5,292-69.6% | $4,321-62.8% | $4,754-66.2% |
| Participant deferral / active EE | $3,569 | $6,709-46.8% | $5,820-38.7% | $6,712-46.8% |
| Admin fee / account holder | $1,112 | $13,989-92.1% | $10,600-89.5% | $11,409-90.3% |