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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 | $25,585 | $93,345-72.6% | $119,126-78.5% | $87,485-70.8% |
| Participation rate | 88.3% | 68.7%+19.6pp | 75.8%+12.6pp | 68.9%+19.4pp |
| Annual return | 17.08% | 19.08%-2.0pp | 282.11%-265.0pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,108 | $3,172-65.1% | $4,034-72.5% | $2,596-57.3% |
| Participant deferral / active EE | $2,953 | $4,099-28.0% | $5,318-44.5% | $4,274-30.9% |
| Admin fee / account holder | $1,736 | $8,039-78.4% | $10,693-83.8% | $7,775-77.7% |