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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 | $7,982 | $78,682-89.9% | $109,188-92.7% | $85,851-90.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.41% | 25.09%-11.7pp | 25.76%-12.3pp | 318.63%-305.2pp |
| Employer contribution / active EE | $1,307 | $2,734-52.2% | $3,723-64.9% | $2,565-49.1% |
| Participant deferral / active EE | $1,687 | $3,468-51.3% | $4,654-63.7% | $3,952-57.3% |
| Admin fee / account holder | $369 | $5,470-93.3% | $6,755-94.5% | $6,261-94.1% |