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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 | $26,496 | $100,041-73.5% | $149,718-82.3% | $70,131-62.2% |
| Participation rate | 97.2% | 83.6%+13.6pp | 87.1%+10.2pp | 69.5%+27.7pp |
| Annual return | 21.44% | 27.43%-6.0pp | 1501.70%-1480.3pp | 73.14%-51.7pp |
| Employer contribution / active EE | $1,750 | $3,662-52.2% | $5,444-67.9% | $2,342-25.3% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,920 | $8,286-52.7% | $11,283-65.3% | $4,645-15.6% |