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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 | $4,372 | $99,652-95.6% | $78,778-94.5% | $147,586-97.0% |
| Participation rate | 76.5% | 76.2%+0.2pp | 69.2%+7.3pp | 82.8%-6.4pp |
| Annual return | 17.16% | 47.28%-30.1pp | 35.62%-18.5pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,088 | $2,796-61.1% | $1,986-45.2% | $4,876-77.7% |
| Participant deferral / active EE | $1,629 | $3,664-55.5% | $2,958-44.9% | $5,439-70.1% |
| Admin fee / account holder | $344 | $7,155-95.2% | $5,134-93.3% | $10,886-96.8% |