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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 | $6,806 | $85,169-92.0% | $172,755-96.1% | $72,983-90.7% |
| Participation rate | 91.9% | 70.1%+21.8pp | 82.6%+9.2pp | 69.5%+22.4pp |
| Annual return | 23.99% | 27.32%-3.3pp | 802.94%-778.9pp | 81.01%-57.0pp |
| Employer contribution / active EE | $639 | $3,324-80.8% | $5,144-87.6% | $2,440-73.8% |
| Participant deferral / active EE | $1,907 | $3,260-41.5% | $5,198-63.3% | $3,608-47.1% |
| Admin fee / account holder | $3,120 | $5,880-46.9% | $13,955-77.6% | $5,124-39.1% |