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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 | $11,530 | $77,638-85.1% | $156,551-92.6% | $62,881-81.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.01% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,108 | $3,444-38.8% | $5,501-61.7% | $2,281-7.6% |
| Participant deferral / active EE | $1,271 | $3,046-58.3% | $4,871-73.9% | $3,203-60.3% |
| Admin fee / account holder | $838 | $5,561-84.9% | $13,028-93.6% | $4,296-80.5% |