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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 | $11,621 | $64,359-81.9% | $90,161-87.1% | $70,126-83.4% |
| Participation rate | 88.3% | 70.4%+17.9pp | 76.9%+11.4pp | 69.5%+18.8pp |
| Annual return | 75.90% | 28.13%+47.8pp | 34.89%+41.0pp | 73.15%+2.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,717 | $4,389+30.3% | $5,287+8.1% | $3,332+71.6% |
| Admin fee / account holder | $794 | $3,945-79.9% | $5,943-86.6% | $4,645-82.9% |