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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 | $83,369-91.2% | $105,223-93.0% | $67,986-89.2% |
| Participation rate | 93.9% | 56.3%+37.6pp | 75.0%+18.9pp | 57.2%+36.7pp |
| Annual return | 28.80% | 24.64%+4.2pp | 180.65%-151.9pp | 31.67%-2.9pp |
| Employer contribution / active EE | $1,277 | $2,541-49.7% | $3,689-65.4% | $2,019-36.7% |
| Participant deferral / active EE | $2,706 | $3,295-17.9% | $5,072-46.7% | $3,358-19.4% |
| Admin fee / account holder | $1,078 | $4,073-73.5% | $8,859-87.8% | $3,203-66.4% |