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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 | $6,048 | $334,829-98.2% | $152,093-96.0% | - |
| Participation rate | 79.8% | 49.1%+30.7pp | 77.8%+2.0pp | - |
| Annual return | 30.36% | 11.73%+18.6pp | 66.36%-36.0pp | - |
| Employer contribution / active EE | $804 | $938-14.3% | $4,175-80.7% | - |
| Participant deferral / active EE | $1,626 | $1,779-8.6% | $5,451-70.2% | - |
| Admin fee / account holder | $1,025 | $73,095-98.6% | $14,497-92.9% | - |