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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 | $12,438 | $84,236-85.2% | $170,435-92.7% | $70,126-82.3% |
| Participation rate | 76.1% | 70.8%+5.2pp | 83.6%-7.5pp | 69.5%+6.5pp |
| Annual return | 12.66% | 23.06%-10.4pp | 205.94%-193.3pp | 73.15%-60.5pp |
| Employer contribution / active EE | $468 | $3,387-86.2% | $5,432-91.4% | $2,343-80.0% |
| Participant deferral / active EE | $1,184 | $3,086-61.6% | $4,939-76.0% | $3,332-64.4% |
| Admin fee / account holder | $682 | $5,698-88.0% | $13,881-95.1% | $4,645-85.3% |