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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 | $15,437 | $85,766-82.0% | $136,297-88.7% | $70,124-78.0% |
| Participation rate | 73.5% | 74.2%-0.7pp | 81.9%-8.5pp | 69.5%+3.9pp |
| Annual return | 24.29% | 31.45%-7.2pp | 5156.19%-5131.9pp | 73.14%-48.8pp |
| Employer contribution / active EE | $1,805 | $2,966-39.1% | $4,696-61.6% | $2,342-22.9% |
| Participant deferral / active EE | $4,415 | $5,051-12.6% | $6,247-29.3% | $3,332+32.5% |
| Admin fee / account holder | $715 | $5,420-86.8% | $9,244-92.3% | $4,645-84.6% |