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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 | $7,759 | $88,672-91.2% | $105,223-92.6% | $82,448-90.6% |
| Participation rate | 84.3% | 67.9%+16.3pp | 75.0%+9.2pp | 68.1%+16.2pp |
| Annual return | 22.22% | 30.86%-8.6pp | 180.65%-158.4pp | 41.64%-19.4pp |
| Employer contribution / active EE | $1,431 | $3,048-53.1% | $3,689-61.2% | $2,551-43.9% |
| Participant deferral / active EE | $2,773 | $4,036-31.3% | $5,072-45.3% | $4,139-33.0% |
| Admin fee / account holder | $1,573 | $7,146-78.0% | $8,859-82.2% | $7,234-78.3% |