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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 | $10,965 | $48,364-77.3% | $71,796-84.7% | $62,881-82.6% |
| Participation rate | 74.1% | 60.6%+13.5pp | 69.1%+5.0pp | 69.3%+4.8pp |
| Annual return | 9.32% | 13.16%-3.8pp | 78.04%-68.7pp | 20.14%-10.8pp |
| Employer contribution / active EE | $559 | $1,042-46.3% | $1,924-70.9% | $2,281-75.5% |
| Participant deferral / active EE | $1,844 | $2,091-11.8% | $2,794-34.0% | $3,203-42.4% |
| Admin fee / account holder | $1,540 | $3,771-59.2% | $4,815-68.0% | $4,296-64.2% |