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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 | $9,011 | $84,236-89.3% | $170,435-94.7% | $70,126-87.2% |
| Participation rate | 97.3% | 70.8%+26.4pp | 83.6%+13.7pp | 69.5%+27.7pp |
| Annual return | 22.17% | 23.06%-0.9pp | 205.94%-183.8pp | 73.15%-51.0pp |
| Employer contribution / active EE | $1,714 | $3,387-49.4% | $5,432-68.4% | $2,343-26.8% |
| Participant deferral / active EE | $1,052 | $3,086-65.9% | $4,939-78.7% | $3,332-68.4% |
| Admin fee / account holder | $1,668 | $5,698-70.7% | $13,881-88.0% | $4,645-64.1% |