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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 | $6,434 | $82,678-92.2% | $125,391-94.9% | $68,490-90.6% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | 23.33% | -5.97%+29.3pp | 572.41%-549.1pp | -7.85%+31.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,489 | $6,111-42.9% | $7,448-53.2% | $4,028-13.4% |
| Admin fee / account holder | $1,087 | $6,277-82.7% | $10,009-89.1% | $5,403-79.9% |