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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 | $8,750 | $77,638-88.7% | $156,551-94.4% | $62,881-86.1% |
| Participation rate | 72.3% | 71.2%+1.1pp | 84.0%-11.7pp | 69.3%+3.0pp |
| Annual return | 6.86% | 50.33%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $955 | $3,444-72.3% | $5,501-82.6% | $2,281-58.1% |
| Participant deferral / active EE | $1,205 | $3,046-60.4% | $4,871-75.3% | $3,203-62.4% |
| Admin fee / account holder | $383 | $5,561-93.1% | $13,028-97.1% | $4,296-91.1% |