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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 | $13,099 | $53,128-75.3% | $86,582-84.9% | $70,126-81.3% |
| Participation rate | 85.2% | 65.3%+19.9pp | 73.5%+11.6pp | 69.5%+15.6pp |
| Annual return | 34.02% | 27.66%+6.4pp | 965.08%-931.1pp | 73.15%-39.1pp |
| Employer contribution / active EE | $1,734 | $2,068-16.2% | $2,839-38.9% | $2,343-26.0% |
| Participant deferral / active EE | $919 | $2,695-65.9% | $3,609-74.5% | $3,332-72.4% |
| Admin fee / account holder | $401 | $3,584-88.8% | $4,904-91.8% | $4,645-91.4% |