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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 | $6,672 | $75,832-91.2% | $147,617-95.5% | $59,633-88.8% |
| Participation rate | 96.7% | 71.6%+25.1pp | 84.6%+12.0pp | 68.7%+28.0pp |
| Annual return | 5.96% | 0.37%+5.6pp | 61.98%-56.0pp | 2041.45%-2035.5pp |
| Employer contribution / active EE | $1,342 | $3,485-61.5% | $5,564-75.9% | $2,203-39.1% |
| Participant deferral / active EE | $2,062 | $3,131-34.1% | $4,895-57.9% | $3,192-35.4% |
| Admin fee / account holder | $561 | $5,986-90.6% | $11,612-95.2% | $4,297-86.9% |