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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 | $11,526 | $55,453-79.2% | $170,435-93.2% | $62,293-81.5% |
| Participation rate | 80.4% | 66.4%+14.0pp | 83.6%-3.2pp | 69.5%+10.9pp |
| Annual return | 18.06% | 21.38%-3.3pp | 205.94%-187.9pp | 28.90%-10.8pp |
| Employer contribution / active EE | $447 | $2,164-79.3% | $5,432-91.8% | $2,042-78.1% |
| Participant deferral / active EE | $1,038 | $2,303-54.9% | $4,939-79.0% | $3,169-67.2% |
| Admin fee / account holder | $3,538 | $455+677.4% | $13,881-74.5% | $479+638.0% |