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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 | $6,359 | $54,162-88.3% | $68,612-90.7% | $64,173-90.1% |
| Participation rate | 94.7% | 68.1%+26.7pp | 72.2%+22.5pp | 69.6%+25.2pp |
| Annual return | 50.31% | -1.62%+51.9pp | -4.63%+54.9pp | 7.63%+42.7pp |
| Employer contribution / active EE | $1,802 | $1,846-2.4% | $2,625-31.4% | $2,381-24.3% |
| Participant deferral / active EE | $2,318 | $2,626-11.8% | $3,311-30.0% | $3,470-33.2% |
| Admin fee / account holder | $402 | $4,029-90.0% | $5,131-92.2% | $4,887-91.8% |