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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 | $17,994 | $81,870-78.0% | $119,622-85.0% | $68,486-73.7% |
| Participation rate | 96.4% | 71.9%+24.5pp | 79.3%+17.2pp | 67.9%+28.5pp |
| Annual return | 63.36% | -23.82%+87.2pp | -14.98%+78.3pp | -7.85%+71.2pp |
| Employer contribution / active EE | $1,747 | $2,692-35.1% | $4,232-58.7% | $2,597-32.7% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $998 | $6,583-84.8% | $10,328-90.3% | $5,404-81.5% |