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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 | $20,980 | $56,197-62.7% | $67,652-69.0% | $59,633-64.8% |
| Participation rate | 91.2% | 71.5%+19.7pp | 75.7%+15.5pp | 68.7%+22.5pp |
| Annual return | 2.89% | 18508.10%-18505.2pp | 6625.40%-6622.5pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $1,014 | $1,615-37.2% | $2,266-55.2% | $2,203-54.0% |
| Participant deferral / active EE | $1,410 | $2,844-50.4% | $3,560-60.4% | $3,192-55.8% |
| Admin fee / account holder | $1,853 | $3,958-53.2% | $4,821-61.6% | $4,297-56.9% |