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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 | $65,084-88.6% | $67,681-89.1% | $64,340-88.5% |
| Participation rate | 88.1% | 66.7%+21.4pp | 73.7%+14.4pp | 55.2%+32.9pp |
| Annual return | 22.05% | 20.50%+1.6pp | 590.58%-568.5pp | 24.14%-2.1pp |
| Employer contribution / active EE | $1,492 | $2,398-37.8% | $2,678-44.3% | $1,862-19.9% |
| Participant deferral / active EE | $1,826 | $3,210-43.1% | $3,976-54.1% | $2,980-38.7% |
| Admin fee / account holder | $615 | $1,415-56.5% | $6,100-89.9% | $3,703-83.4% |