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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 | $11,365 | $77,638-85.4% | $156,551-92.7% | $62,881-81.9% |
| Participation rate | 78.4% | 71.2%+7.2pp | 84.0%-5.6pp | 69.3%+9.1pp |
| Annual return | 13.51% | 50.33%-36.8pp | 32.23%-18.7pp | 20.14%-6.6pp |
| Employer contribution / active EE | $691 | $3,444-79.9% | $5,501-87.4% | $2,281-69.7% |
| Participant deferral / active EE | $1,254 | $3,046-58.8% | $4,871-74.3% | $3,203-60.8% |
| Admin fee / account holder | $355 | $5,561-93.6% | $13,028-97.3% | $4,296-91.7% |