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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 | $8,142 | $77,419-89.5% | $69,461-88.3% | $152,885-94.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 14.00% | 39.07%-25.1pp | 28.97%-15.0pp | 345.39%-331.4pp |
| Employer contribution / active EE | $1,024 | $3,315-69.1% | $2,779-63.1% | $4,763-78.5% |
| Participant deferral / active EE | $2,350 | $4,414-46.8% | $3,536-33.5% | $5,851-59.8% |
| Admin fee / account holder | $2,119 | $6,207-65.9% | $3,840-44.8% | $11,598-81.7% |