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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 | $5,416 | $54,763-90.1% | $90,324-94.0% | $72,976-92.6% |
| Participation rate | 97.4% | 65.2%+32.3pp | 73.3%+24.2pp | 69.5%+27.9pp |
| Annual return | 22.49% | 30.63%-8.1pp | 78.15%-55.7pp | 81.02%-58.5pp |
| Employer contribution / active EE | $534 | $2,093-74.5% | $2,856-81.3% | $2,440-78.1% |
| Participant deferral / active EE | $1,468 | $2,887-49.2% | $3,885-62.2% | $3,608-59.3% |
| Admin fee / account holder | $2,580 | $3,973-35.1% | $5,356-51.8% | $5,124-49.6% |