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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 | $13,070 | $77,638-83.2% | $156,551-91.7% | $62,881-79.2% |
| Participation rate | 85.3% | 71.2%+14.1pp | 84.0%+1.3pp | 69.3%+16.0pp |
| Annual return | 12.17% | 50.33%-38.2pp | 32.23%-20.1pp | 20.14%-8.0pp |
| Employer contribution / active EE | $511 | $3,444-85.2% | $5,501-90.7% | $2,281-77.6% |
| Participant deferral / active EE | $1,335 | $3,046-56.2% | $4,871-72.6% | $3,203-58.3% |
| Admin fee / account holder | $3,135 | $5,561-43.6% | $13,028-75.9% | $4,296-27.0% |