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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 | $6,384 | $77,908-91.8% | $149,696-95.7% | $75,173-91.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.68% | 31.73%-9.0pp | 134.46%-111.8pp | 160.72%-138.0pp |
| Employer contribution / active EE | $1,971 | $3,138-37.2% | $4,821-59.1% | $2,671-26.2% |
| Participant deferral / active EE | $3,254 | $3,411-4.6% | $5,682-42.7% | $4,126-21.1% |
| Admin fee / account holder | $1,144 | $5,950-80.8% | $13,212-91.3% | $5,651-79.8% |