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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 | $30,558 | $100,060-69.5% | $149,721-79.6% | $70,126-56.4% |
| Participation rate | 88.6% | 83.6%+5.0pp | 87.1%+1.5pp | 69.5%+19.0pp |
| Annual return | 14.56% | 27.46%-12.9pp | 1501.67%-1487.1pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,536 | $3,661-58.1% | $5,444-71.8% | $2,343-34.4% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,550 | $8,285-81.3% | $11,282-86.3% | $4,645-66.6% |