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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 | $10,410 | $84,236-87.6% | $170,439-93.9% | $70,124-85.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.27% | 23.06%-10.8pp | 205.94%-193.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $544 | $3,387-83.9% | $5,433-90.0% | $2,342-76.8% |
| Participant deferral / active EE | $1,356 | $3,086-56.1% | $4,939-72.5% | $3,332-59.3% |
| Admin fee / account holder | $1,056 | $5,698-81.5% | $13,881-92.4% | $4,645-77.3% |