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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 | $11,044 | $84,236-86.9% | $170,435-93.5% | $70,126-84.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.16% | 23.06%-8.9pp | 205.94%-191.8pp | 73.15%-59.0pp |
| Employer contribution / active EE | $811 | $3,387-76.1% | $5,432-85.1% | $2,343-65.4% |
| Participant deferral / active EE | $1,562 | $3,086-49.4% | $4,939-68.4% | $3,332-53.1% |
| Admin fee / account holder | $383 | $5,698-93.3% | $13,881-97.2% | $4,645-91.8% |