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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 | $9,259 | $46,877-80.2% | $122,354-92.4% | $70,126-86.8% |
| Participation rate | 70.5% | 58.2%+12.3pp | 71.6%-1.1pp | 69.5%+1.0pp |
| Annual return | 29.99% | 24.22%+5.8pp | 30.28%-0.3pp | 73.15%-43.2pp |
| Employer contribution / active EE | $278 | $1,288-78.4% | $4,051-93.1% | $2,343-88.1% |
| Participant deferral / active EE | $1,829 | $2,167-15.6% | $3,287-44.3% | $3,332-45.1% |
| Admin fee / account holder | $428 | $3,324-87.1% | $5,479-92.2% | $4,645-90.8% |