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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 | $11,409 | $85,171-86.6% | $172,752-93.4% | $72,975-84.4% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 22.11% | 27.32%-5.2pp | 802.97%-780.9pp | 81.01%-58.9pp |
| Employer contribution / active EE | $1,212 | $3,324-63.5% | $5,144-76.4% | $2,440-50.3% |
| Participant deferral / active EE | $1,393 | $3,260-57.3% | $5,198-73.2% | $3,608-61.4% |
| Admin fee / account holder | $1,274 | $5,880-78.3% | $13,955-90.9% | $5,124-75.1% |