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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 | $10,448 | $77,638-86.5% | $156,551-93.3% | $62,881-83.4% |
| Participation rate | 91.5% | 71.2%+20.4pp | 84.0%+7.5pp | 69.3%+22.2pp |
| Annual return | 4.66% | 50.33%-45.7pp | 32.23%-27.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,077 | $3,444-68.7% | $5,501-80.4% | $2,281-52.8% |
| Participant deferral / active EE | $937 | $3,046-69.2% | $4,871-80.8% | $3,203-70.7% |
| Admin fee / account holder | $3,046 | $5,561-45.2% | $13,028-76.6% | $4,296-29.1% |