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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 | $9,854 | $50,947-80.7% | $74,549-86.8% | $64,173-84.6% |
| Participation rate | 97.1% | 61.1%+36.0pp | 69.1%+27.9pp | 69.6%+27.5pp |
| Annual return | 43.12% | -1.85%+45.0pp | 32.53%+10.6pp | 7.63%+35.5pp |
| Employer contribution / active EE | $2,041 | $1,115+83.0% | $1,961+4.1% | $2,381-14.3% |
| Participant deferral / active EE | $3,986 | $2,302+73.2% | $3,108+28.2% | $3,470+14.9% |
| Admin fee / account holder | $306 | $4,221-92.8% | $5,059-94.0% | $4,887-93.7% |