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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 | $9,827 | $75,832-87.0% | $147,617-93.3% | $59,633-83.5% |
| Participation rate | 76.0% | 71.6%+4.4pp | 84.6%-8.6pp | 68.7%+7.3pp |
| Annual return | 3.75% | 0.37%+3.4pp | 61.98%-58.2pp | 2041.45%-2037.7pp |
| Employer contribution / active EE | $1,521 | $3,485-56.3% | $5,564-72.7% | $2,203-30.9% |
| Participant deferral / active EE | $1,819 | $3,131-41.9% | $4,895-62.8% | $3,192-43.0% |
| Admin fee / account holder | $20,016 | $5,986+234.4% | $11,612+72.4% | $4,297+365.8% |