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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 | $11,848 | $93,346-87.3% | $71,796-83.5% | $273,972-95.7% |
| Participation rate | 94.1% | 76.5%+17.6pp | 69.1%+25.0pp | 83.0%+11.1pp |
| Annual return | 7.03% | 130.39%-123.4pp | 78.04%-71.0pp | 41.46%-34.4pp |
| Employer contribution / active EE | $3,881 | $2,733+42.0% | $1,924+101.6% | $4,869-20.3% |
| Participant deferral / active EE | $1,060 | $3,475-69.5% | $2,794-62.1% | $5,287-80.0% |
| Admin fee / account holder | $4,180 | $6,571-36.4% | $4,815-13.2% | $10,133-58.7% |