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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 | $13,841 | $103,393-86.6% | $87,103-84.1% | $152,909-90.9% |
| Participation rate | 81.3% | 79.4%+1.9pp | 76.9%+4.4pp | 82.5%-1.2pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,032 | $3,221-5.9% | $2,521+20.3% | $4,764-36.3% |
| Participant deferral / active EE | $8,636 | $4,778+80.7% | $4,049+113.3% | $5,851+47.6% |
| Admin fee / account holder | $560 | $12,195-95.4% | $7,491-92.5% | $11,601-95.2% |