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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 | $6,441 | $54,541-88.2% | $78,778-91.8% | $70,126-90.8% |
| Participation rate | 98.8% | 60.8%+38.0pp | 69.2%+29.6pp | 69.5%+29.3pp |
| Annual return | 18.41% | 21.07%-2.7pp | 35.62%-17.2pp | 73.15%-54.7pp |
| Employer contribution / active EE | $301 | $1,089-72.3% | $1,986-84.8% | $2,343-87.1% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $655 | $3,709-82.3% | $5,134-87.2% | $4,645-85.9% |