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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 | $9,780 | $65,367-85.0% | $92,915-89.5% | $72,976-86.6% |
| Participation rate | 98.5% | 68.3%+30.2pp | 76.0%+22.5pp | 69.5%+29.0pp |
| Annual return | 48.63% | 42.11%+6.5pp | 109.45%-60.8pp | 81.02%-32.4pp |
| Employer contribution / active EE | $3,136 | $2,594+20.9% | $3,653-14.2% | $2,440+28.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $608 | $4,251-85.7% | $5,796-89.5% | $5,124-88.1% |