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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 | $13,831 | $84,236-83.6% | $170,435-91.9% | $70,126-80.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.79% | 23.06%-2.3pp | 205.94%-185.1pp | 73.15%-52.4pp |
| Employer contribution / active EE | $1,290 | $3,387-61.9% | $5,432-76.3% | $2,343-44.9% |
| Participant deferral / active EE | $2,702 | $3,086-12.4% | $4,939-45.3% | $3,332-18.9% |
| Admin fee / account holder | $893 | $5,698-84.3% | $13,881-93.6% | $4,645-80.8% |