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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 | $6,789 | $86,949-92.2% | $102,460-93.4% | $80,959-91.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.63% | 18.89%-6.3pp | 29.47%-16.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,772 | $2,370-25.2% | $3,025-41.4% | $2,757-35.7% |
| Participant deferral / active EE | $1,986 | $4,121-51.8% | $5,056-60.7% | $4,300-53.8% |
| Admin fee / account holder | $956 | $8,048-88.1% | $9,460-89.9% | $6,925-86.2% |