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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 | $11,375 | $50,554-77.5% | $67,681-83.2% | $87,485-87.0% |
| Participation rate | 87.1% | 67.7%+19.4pp | 73.7%+13.4pp | 68.9%+18.2pp |
| Annual return | 12.85% | 17.81%-5.0pp | 590.58%-577.7pp | 26.06%-13.2pp |
| Employer contribution / active EE | $1,675 | $1,988-15.8% | $2,678-37.5% | $2,596-35.5% |
| Participant deferral / active EE | $2,209 | $2,961-25.4% | $3,976-44.4% | $4,274-48.3% |
| Admin fee / account holder | $932 | $4,132-77.5% | $6,100-84.7% | $7,775-88.0% |