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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 | $8,117 | $64,324-87.4% | $118,946-93.2% | $79,852-89.8% |
| Participation rate | 97.9% | 64.9%+33.1pp | 75.4%+22.5pp | 69.6%+28.3pp |
| Annual return | 17.87% | 86.45%-68.6pp | 35.89%-18.0pp | 31.72%-13.8pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,854 | $2,824-34.3% | $4,266-56.5% | $3,740-50.4% |
| Admin fee / account holder | $438 | $4,040-89.2% | $6,581-93.4% | $5,306-91.8% |