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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 | $6,080 | $48,364-87.4% | $71,796-91.5% | $62,881-90.3% |
| Participation rate | 96.5% | 60.6%+35.8pp | 69.1%+27.4pp | 69.3%+27.2pp |
| Annual return | 16.74% | 13.16%+3.6pp | 78.04%-61.3pp | 20.14%-3.4pp |
| Employer contribution / active EE | $294 | $1,042-71.8% | $1,924-84.7% | $2,281-87.1% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $778 | $3,771-79.4% | $4,815-83.8% | $4,296-81.9% |