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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 | $67,594-89.0% | $77,361-90.4% | $69,733-89.4% |
| Participation rate | 88.1% | 71.7%+16.4pp | 75.0%+13.1pp | 62.5%+25.7pp |
| Annual return | 22.05% | 19.20%+2.8pp | 1011.54%-989.5pp | 15.22%+6.8pp |
| Employer contribution / active EE | $1,492 | $2,649-43.7% | $2,990-50.1% | $2,250-33.7% |
| Participant deferral / active EE | $1,826 | $3,401-46.3% | $3,911-53.3% | $3,054-40.2% |
| Admin fee / account holder | $615 | $1,159-47.0% | $5,894-89.6% | $3,102-80.2% |