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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 | $50,554-88.3% | $67,681-91.3% | $87,485-93.2% |
| Participation rate | 93.8% | 67.7%+26.0pp | 73.7%+20.0pp | 68.9%+24.8pp |
| Annual return | 24.41% | 17.81%+6.6pp | 590.58%-566.2pp | 26.06%-1.7pp |
| Employer contribution / active EE | $1,477 | $1,988-25.7% | $2,678-44.8% | $2,596-43.1% |
| Participant deferral / active EE | $1,034 | $2,961-65.1% | $3,976-74.0% | $4,274-75.8% |
| Admin fee / account holder | $353 | $4,132-91.5% | $6,100-94.2% | $7,775-95.5% |