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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 | $9,069 | $68,398-86.7% | $94,664-90.4% | $75,173-87.9% |
| Participation rate | 76.9% | 76.1%+0.8pp | 80.8%-3.9pp | 67.2%+9.7pp |
| Annual return | 21.59% | 616.72%-595.1pp | 156.84%-135.3pp | 160.72%-139.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,107 | $6,537-52.5% | $7,417-58.1% | $4,126-24.7% |
| Admin fee / account holder | $1,222 | $5,324-77.0% | $7,222-83.1% | $5,651-78.4% |