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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 | $12,326 | $48,570-74.6% | $130,660-90.6% | $72,976-83.1% |
| Participation rate | 83.1% | 58.6%+24.5pp | 71.7%+11.3pp | 69.5%+13.6pp |
| Annual return | 20.75% | 38.63%-17.9pp | 1709.29%-1688.5pp | 81.02%-60.3pp |
| Employer contribution / active EE | $434 | $1,334-67.5% | $4,092-89.4% | $2,440-82.2% |
| Participant deferral / active EE | $3,133 | $2,384+31.4% | $3,603-13.0% | $3,608-13.2% |
| Admin fee / account holder | $1,502 | $3,549-57.7% | $5,463-72.5% | $5,124-70.7% |