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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 | $4,179 | $64,920-93.6% | $103,693-96.0% | $86,983-95.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 20.73% | 30.29%-9.6pp | 47.61%-26.9pp | 25.83%-5.1pp |
| Employer contribution / active EE | $1,142 | $2,141-46.7% | $2,920-60.9% | $2,584-55.8% |
| Participant deferral / active EE | $1,351 | $3,241-58.3% | $4,579-70.5% | $4,194-67.8% |
| Admin fee / account holder | $386 | $6,191-93.8% | $7,858-95.1% | $7,856-95.1% |