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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 | $5,032 | $55,889-91.0% | $76,119-93.4% | $80,935-93.8% |
| Participation rate | 96.7% | 62.1%+34.6pp | 69.1%+27.6pp | 67.7%+29.0pp |
| Annual return | 22.81% | 20.58%+2.2pp | 361.25%-338.4pp | 35.66%-12.8pp |
| Employer contribution / active EE | $999 | $1,866-46.5% | $2,693-62.9% | $2,757-63.8% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,142 | $5,241-78.2% | $6,421-82.2% | $6,924-83.5% |