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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 | $13,938 | $43,730-68.1% | $121,220-88.5% | $64,173-78.3% |
| Participation rate | 89.2% | 58.3%+30.8pp | 71.8%+17.4pp | 69.6%+19.6pp |
| Annual return | 13.13% | 68.94%-55.8pp | 16.94%-3.8pp | 7.63%+5.5pp |
| Employer contribution / active EE | $1,257 | $1,297-3.1% | $4,023-68.8% | $2,381-47.2% |
| Participant deferral / active EE | $1,134 | $2,281-50.3% | $3,345-66.1% | $3,470-67.3% |
| Admin fee / account holder | $471 | $3,502-86.6% | $5,021-90.6% | $4,887-90.4% |