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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 | $11,753 | $95,415-87.7% | $185,851-93.7% | $85,851-86.3% |
| Participation rate | 88.2% | 68.8%+19.5pp | 81.7%+6.5pp | 69.3%+18.9pp |
| Annual return | 12.44% | 23.59%-11.1pp | 122.11%-109.7pp | 318.63%-306.2pp |
| Employer contribution / active EE | $1,422 | $3,314-57.1% | $5,168-72.5% | $2,565-44.6% |
| Participant deferral / active EE | $1,394 | $3,424-59.3% | $5,569-75.0% | $3,952-64.7% |
| Admin fee / account holder | $558 | $7,215-92.3% | $16,245-96.6% | $6,261-91.1% |