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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 | $10,766 | $53,128-79.7% | $86,582-87.6% | $70,126-84.6% |
| Participation rate | 88.2% | 65.3%+22.9pp | 73.5%+14.7pp | 69.5%+18.7pp |
| Annual return | 17.40% | 27.66%-10.3pp | 965.08%-947.7pp | 73.15%-55.8pp |
| Employer contribution / active EE | $301 | $2,068-85.5% | $2,839-89.4% | $2,343-87.2% |
| Participant deferral / active EE | $1,270 | $2,695-52.9% | $3,609-64.8% | $3,332-61.9% |
| Admin fee / account holder | $2,522 | $3,584-29.6% | $4,904-48.6% | $4,645-45.7% |