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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 | $10,706 | $107,421-90.0% | $182,262-94.1% | $94,015-88.6% |
| Participation rate | 92.6% | 77.8%+14.8pp | 84.2%+8.4pp | 70.8%+21.8pp |
| Annual return | 20.12% | 21.32%-1.2pp | 140.60%-120.5pp | 17.84%+2.3pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,097 | $6,558-52.8% | $8,276-62.6% | $4,249-27.1% |
| Admin fee / account holder | $840 | $8,692-90.3% | $16,712-95.0% | $8,951-90.6% |