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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 | $9,823 | $90,509-89.1% | $78,693-87.5% | $273,968-96.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.33% | 75.61%-67.3pp | 62.18%-53.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,574 | $3,175-50.4% | $2,850-44.8% | $4,869-67.7% |
| Participant deferral / active EE | $3,179 | $3,901-18.5% | $3,517-9.6% | $5,287-39.9% |
| Admin fee / account holder | $7,690 | $5,264+46.1% | $4,511+70.5% | $10,132-24.1% |