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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 | $10,382 | $115,814-91.0% | $101,275-89.7% | $158,982-93.5% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 13.23% | 56.16%-42.9pp | 46.48%-33.2pp | 302.99%-289.8pp |
| Employer contribution / active EE | $1,721 | $4,176-58.8% | $3,660-53.0% | $4,763-63.9% |
| Participant deferral / active EE | $4,088 | $4,958-17.6% | $4,371-6.5% | $5,983-31.7% |
| Admin fee / account holder | $19,819 | $7,249+173.4% | $5,948+233.2% | $11,252+76.1% |