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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 | $11,516 | $54,757-79.0% | $90,300-87.2% | $72,983-84.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.86% | 30.63%-8.8pp | 78.11%-56.3pp | 81.01%-59.1pp |
| Employer contribution / active EE | $654 | $2,092-68.7% | $2,854-77.1% | $2,440-73.2% |
| Participant deferral / active EE | $1,469 | $2,887-49.1% | $3,884-62.2% | $3,608-59.3% |
| Admin fee / account holder | $555 | $3,972-86.0% | $5,353-89.6% | $5,124-89.2% |