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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 | $12,952 | $93,345-86.1% | $119,126-89.1% | $87,485-85.2% |
| Participation rate | 94.1% | 68.7%+25.4pp | 75.8%+18.4pp | 68.9%+25.2pp |
| Annual return | 16.94% | 19.08%-2.1pp | 282.11%-265.2pp | 26.06%-9.1pp |
| Employer contribution / active EE | $1,750 | $3,172-44.8% | $4,034-56.6% | $2,596-32.6% |
| Participant deferral / active EE | $2,721 | $4,099-33.6% | $5,318-48.8% | $4,274-36.3% |
| Admin fee / account holder | $340 | $8,039-95.8% | $10,693-96.8% | $7,775-95.6% |