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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 | $13,402 | $89,364-85.0% | $141,177-90.5% | $72,983-81.6% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 51.64% | 111.86%-60.2pp | 71.40%-19.8pp | 81.01%-29.4pp |
| Employer contribution / active EE | $2,228 | $3,115-28.5% | $4,736-53.0% | $2,440-8.7% |
| Participant deferral / active EE | $4,318 | $5,419-20.3% | $6,710-35.7% | $3,608+19.7% |
| Admin fee / account holder | $342 | $5,959-94.3% | $10,263-96.7% | $5,124-93.3% |