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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 | $7,399 | $85,171-91.3% | $172,752-95.7% | $72,975-89.9% |
| Participation rate | 89.7% | 70.1%+19.7pp | 82.6%+7.1pp | 69.5%+20.3pp |
| Annual return | 26.26% | 27.32%-1.1pp | 802.97%-776.7pp | 81.01%-54.8pp |
| Employer contribution / active EE | $725 | $3,324-78.2% | $5,144-85.9% | $2,440-70.3% |
| Participant deferral / active EE | $1,354 | $3,260-58.5% | $5,198-73.9% | $3,608-62.5% |
| Admin fee / account holder | $536 | $5,880-90.9% | $13,955-96.2% | $5,124-89.5% |