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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 | $18,631 | $89,364-79.2% | $141,177-86.8% | $72,983-74.5% |
| Participation rate | 80.8% | 75.1%+5.6pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 28.02% | 111.86%-83.8pp | 71.40%-43.4pp | 81.01%-53.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,692 | $5,419+97.3% | $6,710+59.4% | $3,608+196.4% |
| Admin fee / account holder | $3,099 | $5,959-48.0% | $10,263-69.8% | $5,124-39.5% |