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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 | $5,608 | $65,712-91.5% | $57,196-90.2% | $273,972-98.0% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 4.39% | 22.01%-17.6pp | 14.59%-10.2pp | 41.46%-37.1pp |
| Employer contribution / active EE | $1,621 | $3,280-50.6% | $2,683-39.6% | $4,869-66.7% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $351 | $4,838-92.7% | $3,141-88.8% | $10,133-96.5% |