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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 | $12,742 | $58,391-78.2% | $76,657-83.4% | $72,975-82.5% |
| Participation rate | 94.3% | 67.4%+26.9pp | 72.1%+22.2pp | 69.5%+24.8pp |
| Annual return | 27.12% | 2306.65%-2279.5pp | 1166.74%-1139.6pp | 81.01%-53.9pp |
| Employer contribution / active EE | $1,963 | $1,787+9.9% | $2,303-14.7% | $2,440-19.5% |
| Participant deferral / active EE | $2,503 | $2,690-6.9% | $3,335-24.9% | $3,608-30.6% |
| Admin fee / account holder | $769 | $4,014-80.8% | $6,423-88.0% | $5,124-85.0% |