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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 | $13,097 | $91,198-85.6% | $178,503-92.7% | $79,856-83.6% |
| Participation rate | 96.2% | 69.2%+26.9pp | 81.9%+14.2pp | 69.6%+26.5pp |
| Annual return | 12.23% | 24.20%-12.0pp | 151.12%-138.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,858 | $3,257-12.2% | $5,011-43.0% | $2,471+15.7% |
| Participant deferral / active EE | $2,327 | $3,237-28.1% | $5,202-55.3% | $3,741-37.8% |
| Admin fee / account holder | $34,067 | $6,748+404.8% | $13,987+143.6% | $5,306+542.0% |