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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 | $4,562 | $77,638-94.1% | $156,551-97.1% | $62,881-92.7% |
| Participation rate | 89.5% | 71.2%+18.3pp | 84.0%+5.5pp | 69.3%+20.2pp |
| Annual return | 5.62% | 50.33%-44.7pp | 32.23%-26.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $558 | $3,444-83.8% | $5,501-89.9% | $2,281-75.5% |
| Participant deferral / active EE | $1,113 | $3,046-63.4% | $4,871-77.1% | $3,203-65.2% |
| Admin fee / account holder | $392 | $5,561-93.0% | $13,028-97.0% | $4,296-90.9% |