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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 | $12,212 | $53,128-77.0% | $86,582-85.9% | $70,126-82.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 21.49% | 27.66%-6.2pp | 965.08%-943.6pp | 73.15%-51.7pp |
| Employer contribution / active EE | $2,762 | $2,068+33.6% | $2,839-2.7% | $2,343+17.9% |
| Participant deferral / active EE | $3,745 | $2,695+38.9% | $3,609+3.8% | $3,332+12.4% |
| Admin fee / account holder | $1,090 | $3,584-69.6% | $4,904-77.8% | $4,645-76.5% |