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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 | $11,586 | $77,638-85.1% | $156,551-92.6% | $62,881-81.6% |
| Participation rate | 88.9% | 71.2%+17.7pp | 84.0%+4.9pp | 69.3%+19.6pp |
| Annual return | 6.72% | 50.33%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,833 | $3,444-46.8% | $5,501-66.7% | $2,281-19.6% |
| Participant deferral / active EE | $1,439 | $3,046-52.7% | $4,871-70.5% | $3,203-55.1% |
| Admin fee / account holder | $1,020 | $5,561-81.7% | $13,028-92.2% | $4,296-76.2% |