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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 | $7,530 | $81,358-90.7% | $155,556-95.2% | $80,959-90.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 77.48% | 33.39%+44.1pp | 64.84%+12.6pp | 35.67%+41.8pp |
| Employer contribution / active EE | $2,090 | $3,106-32.7% | $4,675-55.3% | $2,757-24.2% |
| Participant deferral / active EE | $2,951 | $3,455-14.6% | $5,631-47.6% | $4,300-31.4% |
| Admin fee / account holder | $908 | $7,994-88.6% | $15,885-94.3% | $6,925-86.9% |