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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 | $6,219 | $48,364-87.1% | $71,796-91.3% | $62,881-90.1% |
| Participation rate | 88.0% | 60.6%+27.4pp | 69.1%+18.9pp | 69.3%+18.7pp |
| Annual return | 5.05% | 13.16%-8.1pp | 78.04%-73.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $676 | $1,042-35.1% | $1,924-64.9% | $2,281-70.4% |
| Participant deferral / active EE | $984 | $2,091-52.9% | $2,794-64.8% | $3,203-69.3% |
| Admin fee / account holder | $3,325 | $3,771-11.8% | $4,815-30.9% | $4,296-22.6% |