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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 | $12,944 | $53,837-76.0% | $75,717-82.9% | $85,856-84.9% |
| Participation rate | 98.1% | 69.1%+29.1pp | 74.8%+23.3pp | 69.3%+28.8pp |
| Annual return | 19.86% | 24.54%-4.7pp | 104.58%-84.7pp | 318.58%-298.7pp |
| Employer contribution / active EE | $991 | $2,017-50.9% | $2,743-63.9% | $2,565-61.4% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $751 | $3,341-77.5% | $3,619-79.2% | $6,261-88.0% |