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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 | $7,304 | $81,276-91.0% | $155,574-95.3% | $80,925-91.0% |
| Participation rate | 82.1% | 66.2%+15.9pp | 78.2%+3.9pp | 67.7%+14.5pp |
| Annual return | 16.93% | 33.36%-16.4pp | 64.87%-47.9pp | 35.65%-18.7pp |
| Employer contribution / active EE | $830 | $3,103-73.2% | $4,676-82.2% | $2,756-69.9% |
| Participant deferral / active EE | $1,625 | $3,453-52.9% | $5,629-71.1% | $4,299-62.2% |
| Admin fee / account holder | $1,328 | $7,993-83.4% | $15,914-91.7% | $6,940-80.9% |