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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 | $7,779 | $172,111-95.5% | $150,298-94.8% | $137,256-94.3% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 26.83% | 69.37%-42.5pp | 62.79%-36.0pp | 220.34%-193.5pp |
| Employer contribution / active EE | $1,089 | $4,636-76.5% | $4,154-73.8% | $4,156-73.8% |
| Participant deferral / active EE | $3,353 | $6,166-45.6% | $5,453-38.5% | $6,407-47.7% |
| Admin fee / account holder | $434 | $16,471-97.4% | $14,116-96.9% | $12,270-96.5% |