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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 | $7,365 | $77,419-90.5% | $69,461-89.4% | $152,885-95.2% |
| Participation rate | 81.0% | 78.1%+2.8pp | 74.6%+6.3pp | 82.5%-1.5pp |
| Annual return | 15.76% | 39.07%-23.3pp | 28.97%-13.2pp | 345.39%-329.6pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,393 | $4,414-68.4% | $3,536-60.6% | $5,851-76.2% |
| Admin fee / account holder | $866 | $6,207-86.0% | $3,840-77.4% | $11,598-92.5% |