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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 | $9,702 | $107,030-90.9% | $73,550-86.8% | $147,586-93.4% |
| Participation rate | 91.3% | 66.4%+24.9pp | 54.9%+36.4pp | 82.8%+8.5pp |
| Annual return | 15.23% | 38.25%-23.0pp | -15.16%+30.4pp | 578.59%-563.4pp |
| Employer contribution / active EE | $767 | $1,760-56.4% | $1,219-37.1% | $4,876-84.3% |
| Participant deferral / active EE | $1,795 | $2,458-27.0% | $1,804-0.5% | $5,439-67.0% |
| Admin fee / account holder | $547 | $3,055-82.1% | $2,320-76.4% | $10,886-95.0% |