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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 | $12,072 | $95,406-87.3% | $185,849-93.5% | $85,847-85.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.06% | 23.59%-8.5pp | 122.10%-107.0pp | 318.61%-303.6pp |
| Employer contribution / active EE | $1,342 | $3,314-59.5% | $5,169-74.0% | $2,565-47.7% |
| Participant deferral / active EE | $1,092 | $3,424-68.1% | $5,569-80.4% | $3,952-72.4% |
| Admin fee / account holder | $757 | $7,214-89.5% | $16,244-95.3% | $6,261-87.9% |