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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 | $13,907 | $118,708-88.3% | $98,920-85.9% | $158,966-91.3% |
| Participation rate | 76.5% | 77.8%-1.4pp | 76.0%+0.4pp | 82.0%-5.5pp |
| Annual return | 19.18% | 372.49%-353.3pp | 196.47%-177.3pp | 302.95%-283.8pp |
| Employer contribution / active EE | $1,288 | $3,334-61.4% | $2,689-52.1% | $4,762-73.0% |
| Participant deferral / active EE | $2,674 | $5,089-47.5% | $4,245-37.0% | $5,983-55.3% |
| Admin fee / account holder | $376 | $10,134-96.3% | $6,643-94.3% | $11,250-96.7% |