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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 | $11,395 | $55,457-79.5% | $77,361-85.3% | $94,015-87.9% |
| Participation rate | 77.7% | 69.8%+7.8pp | 75.0%+2.7pp | 70.8%+6.8pp |
| Annual return | 10.60% | 15.57%-5.0pp | 1011.54%-1000.9pp | 17.84%-7.2pp |
| Employer contribution / active EE | $1,161 | $2,255-48.5% | $2,990-61.2% | $2,790-58.4% |
| Participant deferral / active EE | $1,464 | $3,069-52.3% | $3,911-62.6% | $4,249-65.5% |
| Admin fee / account holder | $899 | $4,334-79.3% | $5,894-84.7% | $8,951-90.0% |