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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 | $34,086 | $100,060-65.9% | $149,721-77.2% | $70,126-51.4% |
| Participation rate | 86.0% | 83.6%+2.4pp | 87.1%-1.1pp | 69.5%+16.4pp |
| Annual return | 25.08% | 27.46%-2.4pp | 1501.67%-1476.6pp | 73.15%-48.1pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,273 | $4,982+46.0% | $6,568+10.7% | $3,332+118.3% |
| Admin fee / account holder | $850 | $8,285-89.7% | $11,282-92.5% | $4,645-81.7% |