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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 | $7,034 | $48,327-85.4% | $67,575-89.6% | $80,935-91.3% |
| Participation rate | 83.3% | 66.4%+16.9pp | 72.9%+10.4pp | 67.7%+15.7pp |
| Annual return | 30.21% | 18.31%+11.9pp | 3528.98%-3498.8pp | 35.66%-5.5pp |
| Employer contribution / active EE | $1,670 | $2,022-17.4% | $2,736-39.0% | $2,757-39.4% |
| Participant deferral / active EE | $1,987 | $2,927-32.1% | $4,003-50.4% | $4,299-53.8% |
| Admin fee / account holder | $478 | $3,692-87.0% | $3,993-88.0% | $6,924-93.1% |