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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 | $8,916 | $81,233-89.0% | $155,567-94.3% | $80,874-89.0% |
| Participation rate | 74.3% | 66.2%+8.1pp | 78.2%-3.9pp | 67.6%+6.6pp |
| Annual return | 11.03% | 33.33%-22.3pp | 64.74%-53.7pp | 35.62%-24.6pp |
| Employer contribution / active EE | $1,071 | $3,101-65.4% | $4,674-77.1% | $2,756-61.1% |
| Participant deferral / active EE | $2,572 | $3,452-25.5% | $5,628-54.3% | $4,297-40.1% |
| Admin fee / account holder | $335 | $7,998-95.8% | $15,916-97.9% | $6,935-95.2% |