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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 | $12,224 | $75,832-83.9% | $147,617-91.7% | $59,633-79.5% |
| Participation rate | 85.2% | 71.6%+13.6pp | 84.6%+0.6pp | 68.7%+16.5pp |
| Annual return | 11.71% | 0.37%+11.3pp | 61.98%-50.3pp | 2041.45%-2029.7pp |
| Employer contribution / active EE | $799 | $3,485-77.1% | $5,564-85.6% | $2,203-63.7% |
| Participant deferral / active EE | $3,463 | $3,131+10.6% | $4,895-29.3% | $3,192+8.5% |
| Admin fee / account holder | $918 | $5,986-84.7% | $11,612-92.1% | $4,297-78.6% |