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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 | $7,722 | $81,664-90.5% | $70,476-89.0% | $158,966-95.1% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 6.22% | 208.59%-202.4pp | 109.12%-102.9pp | 302.95%-296.7pp |
| Employer contribution / active EE | $1,105 | $3,219-65.7% | $2,738-59.6% | $4,762-76.8% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,850 | $6,197-5.6% | $3,847+52.1% | $11,250-48.0% |