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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 | $9,763 | $75,959-87.1% | $154,114-93.7% | $64,181-84.8% |
| Participation rate | 82.4% | 70.4%+11.9pp | 83.0%-0.7pp | 69.6%+12.8pp |
| Annual return | 5.11% | 30.32%-25.2pp | 735.16%-730.1pp | 7.63%-2.5pp |
| Employer contribution / active EE | $1,068 | $3,350-68.1% | $5,298-79.8% | $2,381-55.1% |
| Participant deferral / active EE | $1,209 | $3,175-61.9% | $5,081-76.2% | $3,470-65.2% |
| Admin fee / account holder | $997 | $5,589-82.2% | $13,411-92.6% | $4,887-79.6% |