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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 | $13,648 | $53,128-74.3% | $86,582-84.2% | $70,126-80.5% |
| Participation rate | 95.0% | 65.3%+29.7pp | 73.5%+21.5pp | 69.5%+25.5pp |
| Annual return | 14.11% | 27.66%-13.6pp | 965.08%-951.0pp | 73.15%-59.0pp |
| Employer contribution / active EE | $681 | $2,068-67.1% | $2,839-76.0% | $2,343-70.9% |
| Participant deferral / active EE | $2,095 | $2,695-22.3% | $3,609-42.0% | $3,332-37.1% |
| Admin fee / account holder | $439 | $3,584-87.7% | $4,904-91.0% | $4,645-90.5% |