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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 | $9,189 | $53,128-82.7% | $86,582-89.4% | $70,126-86.9% |
| Participation rate | 89.7% | 65.3%+24.4pp | 73.5%+16.2pp | 69.5%+20.2pp |
| Annual return | 16.18% | 27.66%-11.5pp | 965.08%-948.9pp | 73.15%-57.0pp |
| Employer contribution / active EE | $2,051 | $2,068-0.8% | $2,839-27.8% | $2,343-12.5% |
| Participant deferral / active EE | $848 | $2,695-68.5% | $3,609-76.5% | $3,332-74.5% |
| Admin fee / account holder | $1,304 | $3,584-63.6% | $4,904-73.4% | $4,645-71.9% |