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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 | $17,027 | $65,034-73.8% | $90,970-81.3% | $79,856-78.7% |
| Participation rate | 90.9% | 61.6%+29.3pp | 69.0%+21.9pp | 69.6%+21.3pp |
| Annual return | 21.13% | 30.45%-9.3pp | 134.60%-113.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,251 | $1,247+0.3% | $2,122-41.0% | $2,471-49.4% |
| Participant deferral / active EE | $1,751 | $2,512-30.3% | $3,373-48.1% | $3,741-53.2% |
| Admin fee / account holder | $408 | $4,536-91.0% | $5,961-93.2% | $5,306-92.3% |