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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 | $12,497 | $140,578-91.1% | $100,671-87.6% | $125,388-90.0% |
| Participation rate | 75.0% | 80.4%-5.4pp | 70.7%+4.3pp | 83.2%-8.2pp |
| Annual return | 2.53% | 24.67%-22.1pp | 20.43%-17.9pp | 282.24%-279.7pp |
| Employer contribution / active EE | $2,500 | $5,965-58.1% | $4,012-37.7% | $4,866-48.6% |
| Participant deferral / active EE | $2,913 | $3,981-26.8% | $3,144-7.3% | $5,352-45.6% |
| Admin fee / account holder | $52,525 | $6,716+682.1% | $4,850+983.0% | $9,541+450.5% |