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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 | $10,745 | $49,177-78.2% | $79,467-86.5% | $64,173-83.3% |
| Participation rate | 90.9% | 65.0%+25.9pp | 73.3%+17.6pp | 69.6%+21.3pp |
| Annual return | 6.32% | -1.16%+7.5pp | 718.30%-712.0pp | 7.63%-1.3pp |
| Employer contribution / active EE | $1,219 | $2,076-41.3% | $2,800-56.5% | $2,381-48.8% |
| Participant deferral / active EE | $1,127 | $2,821-60.0% | $3,704-69.6% | $3,470-67.5% |
| Admin fee / account holder | $3,876 | $3,839+1.0% | $5,104-24.1% | $4,887-20.7% |