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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 | $5,316 | $91,198-94.2% | $178,503-97.0% | $79,856-93.3% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 39.99% | 24.20%+15.8pp | 151.12%-111.1pp | 31.71%+8.3pp |
| Employer contribution / active EE | $1,399 | $3,257-57.1% | $5,011-72.1% | $2,471-43.4% |
| Participant deferral / active EE | $2,709 | $3,237-16.3% | $5,202-47.9% | $3,741-27.6% |
| Admin fee / account holder | $1,471 | $6,748-78.2% | $13,987-89.5% | $5,306-72.3% |