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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 | $11,768 | $96,123-87.8% | $77,361-84.8% | $198,609-94.1% |
| Participation rate | 70.6% | 81.1%-10.5pp | 75.0%-4.4pp | 82.4%-11.8pp |
| Annual return | 13.54% | 2054.81%-2041.3pp | 1011.54%-998.0pp | 202.70%-189.2pp |
| Employer contribution / active EE | $773 | $3,791-79.6% | $2,990-74.1% | $5,055-84.7% |
| Participant deferral / active EE | $4,087 | $4,975-17.9% | $3,911+4.5% | $6,977-41.4% |
| Admin fee / account holder | $783 | $9,471-91.7% | $5,894-86.7% | $19,030-95.9% |