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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 | $4,369 | $105,929-95.9% | $81,926-94.7% | $158,950-97.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 28.88% | 38.19%-9.3pp | 29.49%-0.6pp | 302.91%-274.0pp |
| Employer contribution / active EE | $2,908 | $7,802-62.7% | $4,310-32.5% | $4,762-38.9% |
| Participant deferral / active EE | $3,570 | $13,007-72.6% | $7,108-49.8% | $5,983-40.3% |
| Admin fee / account holder | $1,371 | $8,492-83.9% | $5,159-73.4% | $11,248-87.8% |