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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 | $19,081 | $127,790-85.1% | $106,555-82.1% | $167,536-88.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.76% | 33.88%-19.1pp | 26.80%-12.0pp | 478.82%-464.1pp |
| Employer contribution / active EE | $1,173 | $3,428-65.8% | $2,819-58.4% | $4,839-75.8% |
| Participant deferral / active EE | $5,359 | $5,088+5.3% | $4,399+21.8% | $6,342-15.5% |
| Admin fee / account holder | $5,157 | $11,229-54.1% | $7,408-30.4% | $12,315-58.1% |