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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 | $11,235 | $75,962-85.2% | $154,111-92.7% | $64,173-82.5% |
| Participation rate | 87.2% | 70.4%+16.8pp | 83.0%+4.2pp | 69.6%+17.7pp |
| Annual return | 21.37% | 30.32%-9.0pp | 735.18%-713.8pp | 7.63%+13.7pp |
| Employer contribution / active EE | $2,878 | $3,350-14.1% | $5,298-45.7% | $2,381+20.9% |
| Participant deferral / active EE | $2,774 | $3,175-12.6% | $5,081-45.4% | $3,470-20.0% |
| Admin fee / account holder | $684 | $5,589-87.8% | $13,411-94.9% | $4,887-86.0% |