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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 | $4,838 | $45,343-89.3% | $150,298-96.8% | $67,986-92.9% |
| Participation rate | 83.2% | 51.9%+31.3pp | 77.8%+5.4pp | 57.2%+26.0pp |
| Annual return | 17.13% | 33.28%-16.1pp | 62.79%-45.7pp | 31.67%-14.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,125 | $2,055+3.4% | $5,453-61.0% | $3,358-36.7% |
| Admin fee / account holder | $561 | $2,250-75.1% | $14,116-96.0% | $3,203-82.5% |