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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 | $8,436 | $93,617-91.0% | $135,982-93.8% | $75,177-88.8% |
| Participation rate | 75.9% | 75.2%+0.7pp | 81.9%-6.1pp | 67.2%+8.7pp |
| Annual return | 69.70% | 30.89%+38.8pp | 68.32%+1.4pp | 160.75%-91.1pp |
| Employer contribution / active EE | $1,383 | $3,538-60.9% | $4,859-71.5% | $2,671-48.2% |
| Participant deferral / active EE | $3,166 | $6,406-50.6% | $7,760-59.2% | $4,126-23.3% |
| Admin fee / account holder | $1,074 | $6,980-84.6% | $10,767-90.0% | $5,651-81.0% |