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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 | $6,354 | $65,712-90.3% | $57,196-88.9% | $273,972-97.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.32% | 22.01%-16.7pp | 14.59%-9.3pp | 41.46%-36.1pp |
| Employer contribution / active EE | $462 | $3,280-85.9% | $2,683-82.8% | $4,869-90.5% |
| Participant deferral / active EE | $1,110 | $3,782-70.7% | $3,096-64.2% | $5,287-79.0% |
| Admin fee / account holder | $7,166 | $4,838+48.1% | $3,141+128.2% | $10,133-29.3% |