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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 | $7,515 | $64,920-88.4% | $103,693-92.8% | $86,983-91.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 12.23% | 30.29%-18.1pp | 47.61%-35.4pp | 25.83%-13.6pp |
| Employer contribution / active EE | $1,143 | $2,141-46.6% | $2,920-60.9% | $2,584-55.8% |
| Participant deferral / active EE | $1,842 | $3,241-43.2% | $4,579-59.8% | $4,194-56.1% |
| Admin fee / account holder | $1,238 | $6,191-80.0% | $7,858-84.2% | $7,856-84.2% |