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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 | $17,870 | $117,829-84.8% | $102,423-82.6% | $145,877-87.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 0.00% | 31.83%-31.8pp | 29.42%-29.4pp | 551.28%-551.3pp |
| Employer contribution / active EE | $2,399 | $3,615-33.6% | $3,023-20.6% | $4,663-48.5% |
| Participant deferral / active EE | $7,234 | $5,732+26.2% | $5,054+43.1% | $6,691+8.1% |
| Admin fee / account holder | $329 | $13,335-97.5% | $9,455-96.5% | $13,402-97.5% |