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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 | $7,364 | $80,332-90.8% | $107,187-93.1% | $64,097-88.5% |
| Participation rate | 93.9% | 54.4%+39.5pp | 75.0%+18.9pp | 55.2%+38.7pp |
| Annual return | 28.80% | 24.26%+4.5pp | 204.55%-175.7pp | 34.64%-5.8pp |
| Employer contribution / active EE | $1,277 | $2,501-48.9% | $3,782-66.2% | $1,891-32.5% |
| Participant deferral / active EE | $2,706 | $3,109-13.0% | $5,096-46.9% | $3,080-12.2% |
| Admin fee / account holder | $1,078 | $4,314-75.0% | $9,162-88.2% | $3,454-68.8% |