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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 | $35,023 | $100,060-65.0% | $149,721-76.6% | $70,126-50.1% |
| Participation rate | 97.6% | 83.6%+14.0pp | 87.1%+10.6pp | 69.5%+28.1pp |
| Annual return | 16.45% | 27.46%-11.0pp | 1501.67%-1485.2pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,740 | $3,661-52.5% | $5,444-68.0% | $2,343-25.7% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $807 | $8,285-90.3% | $11,282-92.8% | $4,645-82.6% |