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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 | $13,406 | $47,944-72.0% | $67,834-80.2% | $62,881-78.7% |
| Participation rate | 86.7% | 61.1%+25.6pp | 68.8%+17.9pp | 69.3%+17.4pp |
| Annual return | 9.11% | 11.77%-2.7pp | 138.47%-129.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,322 | $1,562-15.4% | $2,403-45.0% | $2,281-42.1% |
| Participant deferral / active EE | $1,592 | $2,247-29.2% | $3,160-49.6% | $3,203-50.3% |
| Admin fee / account holder | $609 | $3,712-83.6% | $4,622-86.8% | $4,296-85.8% |