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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 | $8,478 | $77,638-89.1% | $156,551-94.6% | $62,881-86.5% |
| Participation rate | 81.1% | 71.2%+9.9pp | 84.0%-2.9pp | 69.3%+11.8pp |
| Annual return | 6.93% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $851 | $3,444-75.3% | $5,501-84.5% | $2,281-62.7% |
| Participant deferral / active EE | $2,458 | $3,046-19.3% | $4,871-49.5% | $3,203-23.2% |
| Admin fee / account holder | $7,853 | $5,561+41.2% | $13,028-39.7% | $4,296+82.8% |