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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 | $9,723 | $77,638-87.5% | $156,551-93.8% | $62,881-84.5% |
| Participation rate | 82.8% | 71.2%+11.6pp | 84.0%-1.3pp | 69.3%+13.5pp |
| Annual return | 7.12% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $3,499 | $3,444+1.6% | $5,501-36.4% | $2,281+53.4% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $762 | $5,561-86.3% | $13,028-94.1% | $4,296-82.3% |