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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 | $10,722 | $88,672-87.9% | $105,223-89.8% | $82,448-87.0% |
| Participation rate | 81.8% | 67.9%+13.9pp | 75.0%+6.8pp | 68.1%+13.8pp |
| Annual return | 14.76% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $975 | $3,048-68.0% | $3,689-73.6% | $2,551-61.8% |
| Participant deferral / active EE | $1,821 | $4,036-54.9% | $5,072-64.1% | $4,139-56.0% |
| Admin fee / account holder | $2,325 | $7,146-67.5% | $8,859-73.8% | $7,234-67.9% |