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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 | $9,421 | $90,504-89.6% | $78,690-88.0% | $273,965-96.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.97% | 75.61%-67.6pp | 62.18%-54.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,203 | $3,176-30.6% | $2,851-22.7% | $4,869-54.8% |
| Participant deferral / active EE | $4,266 | $3,901+9.3% | $3,517+21.3% | $5,287-19.3% |
| Admin fee / account holder | $648 | $5,263-87.7% | $4,511-85.6% | $10,132-93.6% |