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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 | $16,308 | $65,034-74.9% | $90,970-82.1% | $79,856-79.6% |
| Participation rate | 96.9% | 61.6%+35.3pp | 69.0%+27.9pp | 69.6%+27.2pp |
| Annual return | 16.66% | 30.45%-13.8pp | 134.60%-117.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $999 | $1,247-19.9% | $2,122-52.9% | $2,471-59.6% |
| Participant deferral / active EE | $1,417 | $2,512-43.6% | $3,373-58.0% | $3,741-62.1% |
| Admin fee / account holder | $658 | $4,536-85.5% | $5,961-89.0% | $5,306-87.6% |