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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 | $7,360 | $78,670-90.6% | $109,173-93.3% | $85,847-91.4% |
| Participation rate | 96.2% | 68.3%+28.0pp | 75.9%+20.3pp | 69.3%+26.9pp |
| Annual return | 54.32% | 25.09%+29.2pp | 25.75%+28.6pp | 318.61%-264.3pp |
| Employer contribution / active EE | $1,537 | $2,734-43.8% | $3,723-58.7% | $2,565-40.1% |
| Participant deferral / active EE | $2,713 | $3,467-21.8% | $4,654-41.7% | $3,952-31.4% |
| Admin fee / account holder | $336 | $5,469-93.8% | $6,755-95.0% | $6,261-94.6% |