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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 | $15,596 | $79,209-80.3% | $102,434-84.8% | $74,459-79.1% |
| Participation rate | 87.7% | 74.8%+13.0pp | 76.5%+11.2pp | 67.2%+20.5pp |
| Annual return | 19.48% | 54.98%-35.5pp | 29.46%-10.0pp | 1369.70%-1350.2pp |
| Employer contribution / active EE | $1,809 | $2,362-23.4% | $3,023-40.2% | $2,626-31.1% |
| Participant deferral / active EE | $3,092 | $4,417-30.0% | $5,055-38.8% | $4,350-28.9% |
| Admin fee / account holder | $2,563 | $2,002+28.0% | $9,462-72.9% | $1,945+31.8% |