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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 | $19,487 | $165,939-88.3% | $122,354-84.1% | $147,586-86.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.12% | 34.56%-18.4pp | 30.28%-14.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $607 | $5,754-89.4% | $4,051-85.0% | $4,876-87.6% |
| Participant deferral / active EE | $3,050 | $4,005-23.9% | $3,287-7.2% | $5,439-43.9% |
| Admin fee / account holder | $442 | $7,425-94.0% | $5,479-91.9% | $10,886-95.9% |