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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 | $11,901 | $45,566-73.9% | $64,105-81.4% | $59,633-80.0% |
| Participation rate | 75.0% | 60.2%+14.8pp | 68.2%+6.8pp | 68.7%+6.3pp |
| Annual return | 0.76% | 4.95%-4.2pp | 791.24%-790.5pp | 2041.40%-2040.6pp |
| Employer contribution / active EE | $1,792 | $934+91.9% | $1,820-1.5% | $2,203-18.6% |
| Participant deferral / active EE | $4,117 | $2,057+100.2% | $2,822+45.9% | $3,192+29.0% |
| Admin fee / account holder | $2,104 | $3,268-35.6% | $4,499-53.2% | $4,297-51.0% |