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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 | $7,842 | $68,880-88.6% | $120,580-93.5% | $80,959-90.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 14.83% | 23.68%-8.8pp | 107.48%-92.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $2,973 | $2,066+43.9% | $3,469-14.3% | $2,757+7.8% |
| Participant deferral / active EE | $3,133 | $3,191-1.8% | $4,995-37.3% | $4,300-27.1% |
| Admin fee / account holder | $2,300 | $5,785-60.2% | $9,418-75.6% | $6,925-66.8% |