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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 | $9,890 | $63,346-84.4% | $92,240-89.3% | $70,126-85.9% |
| Participation rate | 85.2% | 68.7%+16.5pp | 76.5%+8.7pp | 69.5%+15.6pp |
| Annual return | 16.53% | 530.19%-513.7pp | 176.29%-159.8pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,185 | $2,471-52.0% | $3,680-67.8% | $2,343-49.4% |
| Participant deferral / active EE | $1,745 | $2,854-38.8% | $3,897-55.2% | $3,332-47.6% |
| Admin fee / account holder | $952 | $3,841-75.2% | $5,194-81.7% | $4,645-79.5% |