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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 | $8,873 | $107,030-91.7% | $73,550-87.9% | $147,586-94.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 11.28% | 38.25%-27.0pp | -15.16%+26.4pp | 578.59%-567.3pp |
| Employer contribution / active EE | $1,792 | $1,760+1.8% | $1,219+47.0% | $4,876-63.2% |
| Participant deferral / active EE | $7,725 | $2,458+214.2% | $1,804+328.2% | $5,439+42.0% |
| Admin fee / account holder | $1,482 | $3,055-51.5% | $2,320-36.1% | $10,886-86.4% |