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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 | $51,184-77.8% | $66,439-82.9% | $86,983-86.9% |
| Participation rate | 87.1% | 68.5%+18.6pp | 74.5%+12.6pp | 69.5%+17.6pp |
| Annual return | 12.85% | 17.07%-4.2pp | 757.66%-744.8pp | 25.83%-13.0pp |
| Employer contribution / active EE | $1,675 | $2,023-17.2% | $2,637-36.5% | $2,584-35.2% |
| Participant deferral / active EE | $2,209 | $2,927-24.6% | $3,876-43.0% | $4,194-47.3% |
| Admin fee / account holder | $932 | $4,154-77.6% | $6,173-84.9% | $7,856-88.1% |