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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 | $12,971 | $84,236-84.6% | $170,435-92.4% | $70,126-81.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.47% | 23.06%-8.6pp | 205.94%-191.5pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,152 | $3,387-66.0% | $5,432-78.8% | $2,343-50.8% |
| Participant deferral / active EE | $2,391 | $3,086-22.5% | $4,939-51.6% | $3,332-28.2% |
| Admin fee / account holder | $963 | $5,698-83.1% | $13,881-93.1% | $4,645-79.3% |