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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 | $12,277 | $75,959-83.8% | $154,114-92.0% | $64,181-80.9% |
| Participation rate | 91.2% | 70.4%+20.8pp | 83.0%+8.1pp | 69.6%+21.6pp |
| Annual return | 7.74% | 30.32%-22.6pp | 735.16%-727.4pp | 7.63%+0.1pp |
| Employer contribution / active EE | $2,917 | $3,350-12.9% | $5,298-44.9% | $2,381+22.5% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,628 | $5,589-53.0% | $13,411-80.4% | $4,887-46.2% |