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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 | $13,591 | $176,402-92.3% | $134,162-89.9% | $158,982-91.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 6.79% | 63.66%-56.9pp | 36.35%-29.6pp | 302.99%-296.2pp |
| Employer contribution / active EE | $678 | $5,042-86.6% | $3,705-81.7% | $4,763-85.8% |
| Participant deferral / active EE | $2,021 | $4,093-50.6% | $3,500-42.3% | $5,983-66.2% |
| Admin fee / account holder | $691 | $8,719-92.1% | $6,685-89.7% | $11,252-93.9% |