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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 | $5,895 | $53,837-89.1% | $75,714-92.2% | $85,847-93.1% |
| Participation rate | 81.1% | 69.1%+12.1pp | 74.8%+6.3pp | 69.3%+11.8pp |
| Annual return | 16.05% | 24.54%-8.5pp | 104.62%-88.6pp | 318.61%-302.6pp |
| Employer contribution / active EE | $1,638 | $2,017-18.8% | $2,744-40.3% | $2,565-36.2% |
| Participant deferral / active EE | $963 | $2,895-66.7% | $3,820-74.8% | $3,952-75.6% |
| Admin fee / account holder | $387 | $3,339-88.4% | $3,619-89.3% | $6,261-93.8% |