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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 | $12,186 | $77,817-84.3% | $123,553-90.1% | $64,173-81.0% |
| Participation rate | 93.1% | 74.7%+18.4pp | 82.3%+10.8pp | 69.6%+23.5pp |
| Annual return | 9.79% | 12.49%-2.7pp | 119.21%-109.4pp | 7.63%+2.2pp |
| Employer contribution / active EE | $1,328 | $3,014-56.0% | $4,628-71.3% | $2,381-44.2% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $393 | $5,519-92.9% | $9,284-95.8% | $4,887-92.0% |