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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 | $7,867 | $61,338-87.2% | $149,717-94.7% | $71,495-89.0% |
| Participation rate | 85.2% | 62.5%+22.7pp | 78.8%+6.4pp | 67.9%+17.3pp |
| Annual return | 16.73% | 35.86%-19.1pp | 134.41%-117.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $413 | $2,381-82.7% | $4,820-91.4% | $2,589-84.1% |
| Participant deferral / active EE | $1,342 | $2,919-54.0% | $5,682-76.4% | $4,291-68.7% |
| Admin fee / account holder | $1,287 | $1,263+1.9% | $13,213-90.3% | $1,588-19.0% |