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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 | $88,672-85.4% | $105,223-87.7% | $82,448-84.3% |
| Participation rate | 94.1% | 67.9%+26.2pp | 75.0%+19.1pp | 68.1%+26.0pp |
| Annual return | 16.94% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,750 | $3,048-42.6% | $3,689-52.6% | $2,551-31.4% |
| Participant deferral / active EE | $2,721 | $4,036-32.6% | $5,072-46.3% | $4,139-34.3% |
| Admin fee / account holder | $340 | $7,146-95.2% | $8,859-96.2% | $7,234-95.3% |