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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 | $2,737 | $48,118-94.3% | $136,833-98.0% | $94,015-97.1% |
| Participation rate | 85.3% | 47.4%+37.9pp | 59.0%+26.3pp | 70.8%+14.5pp |
| Annual return | 42.06% | 14.65%+27.4pp | 35.32%+6.7pp | 17.84%+24.2pp |
| Employer contribution / active EE | $1,004 | $821+22.3% | $1,319-23.9% | $2,790-64.0% |
| Participant deferral / active EE | $1,031 | $1,651-37.6% | $2,441-57.8% | $4,249-75.7% |
| Admin fee / account holder | $324 | $3,059-89.4% | $4,706-93.1% | $8,951-96.4% |