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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 | $9,264 | $77,638-88.1% | $156,551-94.1% | $62,881-85.3% |
| Participation rate | 96.1% | 71.2%+24.9pp | 84.0%+12.1pp | 69.3%+26.8pp |
| Annual return | 5.58% | 50.33%-44.7pp | 32.23%-26.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $734 | $3,444-78.7% | $5,501-86.6% | $2,281-67.8% |
| Participant deferral / active EE | $1,095 | $3,046-64.1% | $4,871-77.5% | $3,203-65.8% |
| Admin fee / account holder | $4,029 | $5,561-27.6% | $13,028-69.1% | $4,296-6.2% |