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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 | $13,189 | $51,184-74.2% | $66,439-80.1% | $86,983-84.8% |
| Participation rate | 90.3% | 68.5%+21.8pp | 74.5%+15.8pp | 69.5%+20.8pp |
| Annual return | 12.38% | 17.07%-4.7pp | 757.66%-745.3pp | 25.83%-13.5pp |
| Employer contribution / active EE | $1,580 | $2,023-21.9% | $2,637-40.1% | $2,584-38.8% |
| Participant deferral / active EE | $2,073 | $2,927-29.2% | $3,876-46.5% | $4,194-50.6% |
| Admin fee / account holder | $325 | $4,154-92.2% | $6,173-94.7% | $7,856-95.9% |