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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 | $6,730 | $45,050-85.1% | $63,018-89.3% | $70,126-90.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 21.11% | 18.76%+2.3pp | 87.62%-66.5pp | 73.15%-52.0pp |
| Employer contribution / active EE | $814 | $2,052-60.3% | $2,761-70.5% | $2,343-65.3% |
| Participant deferral / active EE | $1,758 | $2,466-28.7% | $3,330-47.2% | $3,332-47.2% |
| Admin fee / account holder | $580 | $2,834-79.5% | $3,601-83.9% | $4,645-87.5% |