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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 | $11,280 | $77,638-85.5% | $156,551-92.8% | $62,881-82.1% |
| Participation rate | 84.6% | 71.2%+13.4pp | 84.0%+0.6pp | 69.3%+15.3pp |
| Annual return | 6.72% | 50.33%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $646 | $3,444-81.2% | $5,501-88.3% | $2,281-71.7% |
| Participant deferral / active EE | $1,013 | $3,046-66.7% | $4,871-79.2% | $3,203-68.4% |
| Admin fee / account holder | $1,577 | $5,561-71.6% | $13,028-87.9% | $4,296-63.3% |