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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 | $6,983 | $89,370-92.2% | $141,197-95.1% | $72,976-90.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 120.64% | 111.88%+8.8pp | 71.41%+49.2pp | 81.02%+39.6pp |
| Employer contribution / active EE | $2,334 | $3,115-25.1% | $4,736-50.7% | $2,440-4.4% |
| Participant deferral / active EE | $4,576 | $5,419-15.5% | $6,710-31.8% | $3,608+26.8% |
| Admin fee / account holder | $524 | $5,957-91.2% | $10,265-94.9% | $5,124-89.8% |