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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 | $8,199 | $102,422-92.0% | $147,117-94.4% | $80,959-89.9% |
| Participation rate | 98.5% | 75.9%+22.6pp | 82.2%+16.3pp | 67.7%+30.8pp |
| Annual return | 14.17% | 135.16%-121.0pp | 420.54%-406.4pp | 35.67%-21.5pp |
| Employer contribution / active EE | $2,285 | $3,717-38.5% | $4,932-53.7% | $2,757-17.1% |
| Participant deferral / active EE | $3,169 | $6,652-52.4% | $8,065-60.7% | $4,300-26.3% |
| Admin fee / account holder | $725 | $7,953-90.9% | $12,993-94.4% | $6,925-89.5% |