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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 | $9,841 | $85,171-88.4% | $172,752-94.3% | $72,975-86.5% |
| Participation rate | 93.0% | 70.1%+23.0pp | 82.6%+10.4pp | 69.5%+23.5pp |
| Annual return | 21.79% | 27.32%-5.5pp | 802.97%-781.2pp | 81.01%-59.2pp |
| Employer contribution / active EE | $1,007 | $3,324-69.7% | $5,144-80.4% | $2,440-58.7% |
| Participant deferral / active EE | $2,295 | $3,260-29.6% | $5,198-55.9% | $3,608-36.4% |
| Admin fee / account holder | $1,312 | $5,880-77.7% | $13,955-90.6% | $5,124-74.4% |