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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 | $8,653 | $98,760-91.2% | $149,715-94.2% | $79,858-89.2% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.5%+12.0pp | 69.6%+24.8pp |
| Annual return | 63.63% | 27.43%+36.2pp | 276.66%-213.0pp | 31.72%+31.9pp |
| Employer contribution / active EE | $1,514 | $3,217-52.9% | $4,645-67.4% | $2,471-38.7% |
| Participant deferral / active EE | $3,300 | $5,681-41.9% | $6,842-51.8% | $3,740-11.8% |
| Admin fee / account holder | $302 | $6,053-95.0% | $9,310-96.8% | $5,306-94.3% |