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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 | $7,656 | $60,128-87.3% | $90,440-91.5% | $79,852-90.4% |
| Participation rate | 72.0% | 65.0%+7.0pp | 72.7%-0.7pp | 69.6%+2.4pp |
| Annual return | 24.78% | 71.95%-47.2pp | 1294.38%-1269.6pp | 31.72%-6.9pp |
| Employer contribution / active EE | $663 | $2,068-67.9% | $3,263-79.7% | $2,471-73.2% |
| Participant deferral / active EE | $1,855 | $2,939-36.9% | $3,964-53.2% | $3,740-50.4% |
| Admin fee / account holder | $906 | $3,977-77.2% | $5,615-83.9% | $5,306-82.9% |