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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 | $13,616 | $51,184-73.4% | $66,439-79.5% | $86,983-84.3% |
| Participation rate | 92.3% | 68.5%+23.8pp | 74.5%+17.8pp | 69.5%+22.8pp |
| Annual return | 25.80% | 17.07%+8.7pp | 757.66%-731.9pp | 25.83%0pp |
| Employer contribution / active EE | $8,904 | $2,023+340.2% | $2,637+237.7% | $2,584+244.5% |
| Participant deferral / active EE | $2,441 | $2,927-16.6% | $3,876-37.0% | $4,194-41.8% |
| Admin fee / account holder | $2,415 | $4,154-41.9% | $6,173-60.9% | $7,856-69.3% |