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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 | $14,337 | $69,590-79.4% | $136,867-89.5% | $94,015-84.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 17.94% | 19.62%-1.7pp | 42.97%-25.0pp | 17.84%+0.1pp |
| Employer contribution / active EE | $833 | $2,396-65.2% | $3,547-76.5% | $2,790-70.1% |
| Participant deferral / active EE | $1,233 | $3,437-64.1% | $4,924-74.9% | $4,249-71.0% |
| Admin fee / account holder | $549 | $8,912-93.8% | $10,340-94.7% | $8,951-93.9% |