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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 | $10,982 | $75,962-85.5% | $154,111-92.9% | $64,173-82.9% |
| Participation rate | 89.7% | 70.4%+19.2pp | 83.0%+6.6pp | 69.6%+20.1pp |
| Annual return | 34.67% | 30.32%+4.3pp | 735.18%-700.5pp | 7.63%+27.0pp |
| Employer contribution / active EE | $554 | $3,350-83.5% | $5,298-89.5% | $2,381-76.7% |
| Participant deferral / active EE | $1,237 | $3,175-61.0% | $5,081-75.7% | $3,470-64.4% |
| Admin fee / account holder | $10,737 | $5,589+92.1% | $13,411-19.9% | $4,887+119.7% |