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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 | $10,579 | $84,236-87.4% | $170,435-93.8% | $70,126-84.9% |
| Participation rate | 74.7% | 70.8%+3.9pp | 83.6%-8.9pp | 69.5%+5.2pp |
| Annual return | 32.46% | 23.06%+9.4pp | 205.94%-173.5pp | 73.15%-40.7pp |
| Employer contribution / active EE | $726 | $3,387-78.6% | $5,432-86.6% | $2,343-69.0% |
| Participant deferral / active EE | $926 | $3,086-70.0% | $4,939-81.3% | $3,332-72.2% |
| Admin fee / account holder | $3,279 | $5,698-42.5% | $13,881-76.4% | $4,645-29.4% |