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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 | $11,444 | $99,652-88.5% | $78,778-85.5% | $147,586-92.2% |
| Participation rate | 89.5% | 76.2%+13.2pp | 69.2%+20.3pp | 82.8%+6.6pp |
| Annual return | 11.06% | 47.28%-36.2pp | 35.62%-24.6pp | 578.59%-567.5pp |
| Employer contribution / active EE | $1,650 | $2,796-41.0% | $1,986-16.9% | $4,876-66.2% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,435 | $7,155-66.0% | $5,134-52.6% | $10,886-77.6% |