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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 | $7,404 | $64,705-88.6% | $62,929-88.2% | $67,986-89.1% |
| Participation rate | 88.1% | 65.6%+22.5pp | 73.1%+15.0pp | 57.2%+30.9pp |
| Annual return | 22.05% | 20.31%+1.7pp | 1063.93%-1041.9pp | 31.67%-9.6pp |
| Employer contribution / active EE | $1,492 | $2,376-37.2% | $2,505-40.4% | $2,019-26.1% |
| Participant deferral / active EE | $1,826 | $3,198-42.9% | $3,888-53.0% | $3,358-45.6% |
| Admin fee / account holder | $615 | $1,428-56.9% | $5,065-87.9% | $3,203-80.8% |