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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 | $13,020 | $65,555-80.1% | $86,216-84.9% | $75,173-82.7% |
| Participation rate | 90.2% | 60.5%+29.7pp | 69.0%+21.2pp | 67.2%+23.0pp |
| Annual return | 22.96% | 46.07%-23.1pp | 1169.42%-1146.5pp | 160.72%-137.8pp |
| Employer contribution / active EE | $699 | $1,553-55.0% | $2,382-70.6% | $2,671-73.8% |
| Participant deferral / active EE | $1,709 | $3,023-43.5% | $3,986-57.1% | $4,126-58.6% |
| Admin fee / account holder | $311 | $5,469-94.3% | $6,853-95.5% | $5,651-94.5% |