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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 | $19,673 | $102,422-80.8% | $147,117-86.6% | $80,959-75.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.13% | 135.16%-117.0pp | 420.54%-402.4pp | 35.67%-17.5pp |
| Employer contribution / active EE | $2,353 | $3,717-36.7% | $4,932-52.3% | $2,757-14.7% |
| Participant deferral / active EE | $3,364 | $6,652-49.4% | $8,065-58.3% | $4,300-21.8% |
| Admin fee / account holder | $805 | $7,953-89.9% | $12,993-93.8% | $6,925-88.4% |