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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 | $26,719 | $94,529-71.7% | $140,019-80.9% | $64,173-58.4% |
| Participation rate | 92.7% | 84.1%+8.6pp | 87.5%+5.2pp | 69.6%+23.1pp |
| Annual return | 23.37% | 7.77%+15.6pp | 651.17%-627.8pp | 7.63%+15.7pp |
| Employer contribution / active EE | $1,463 | $3,812-61.6% | $5,605-73.9% | $2,381-38.5% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,273 | $6,741-81.1% | $10,705-88.1% | $4,887-74.0% |