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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 | $10,375 | $77,638-86.6% | $156,552-93.4% | $62,881-83.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 14.71% | 50.33%-35.6pp | 32.23%-17.5pp | 20.14%-5.4pp |
| Employer contribution / active EE | $1,692 | $3,444-50.9% | $5,501-69.2% | $2,281-25.8% |
| Participant deferral / active EE | $3,521 | $3,046+15.6% | $4,871-27.7% | $3,203+9.9% |
| Admin fee / account holder | $388 | $5,561-93.0% | $13,028-97.0% | $4,296-91.0% |