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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 | $5,908 | $51,184-88.5% | $66,439-91.1% | $86,983-93.2% |
| Participation rate | 93.8% | 68.5%+25.3pp | 74.5%+19.3pp | 69.5%+24.2pp |
| Annual return | 24.41% | 17.07%+7.3pp | 757.66%-733.3pp | 25.83%-1.4pp |
| Employer contribution / active EE | $1,477 | $2,023-27.0% | $2,637-44.0% | $2,584-42.8% |
| Participant deferral / active EE | $1,034 | $2,927-64.7% | $3,876-73.3% | $4,194-75.3% |
| Admin fee / account holder | $353 | $4,154-91.5% | $6,173-94.3% | $7,856-95.5% |