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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 | $10,570 | $84,236-87.5% | $170,435-93.8% | $70,126-84.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.18% | 23.06%-4.9pp | 205.94%-187.8pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,537 | $3,387-54.6% | $5,432-71.7% | $2,343-34.4% |
| Participant deferral / active EE | $1,097 | $3,086-64.5% | $4,939-77.8% | $3,332-67.1% |
| Admin fee / account holder | $1,223 | $5,698-78.5% | $13,881-91.2% | $4,645-73.7% |