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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 | $6,250 | $65,685-90.5% | $57,181-89.1% | $273,968-97.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 13.33% | 21.99%-8.7pp | 14.59%-1.3pp | 41.45%-28.1pp |
| Employer contribution / active EE | $1,630 | $3,279-50.3% | $2,682-39.2% | $4,869-66.5% |
| Participant deferral / active EE | $1,630 | $3,781-56.9% | $3,096-47.3% | $5,287-69.2% |
| Admin fee / account holder | $1,090 | $4,835-77.4% | $3,139-65.3% | $10,132-89.2% |