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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 | $4,270 | $76,407-94.4% | $150,298-97.2% | $82,448-94.8% |
| Participation rate | 70.6% | 66.4%+4.2pp | 77.8%-7.2pp | 68.1%+2.5pp |
| Annual return | 23.68% | 39.99%-16.3pp | 62.79%-39.1pp | 41.64%-18.0pp |
| Employer contribution / active EE | $892 | $2,614-65.9% | $4,154-78.5% | $2,551-65.0% |
| Participant deferral / active EE | $1,143 | $3,214-64.4% | $5,453-79.0% | $4,139-72.4% |
| Admin fee / account holder | $1,223 | $6,352-80.8% | $14,116-91.3% | $7,234-83.1% |