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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 | $6,048 | $331,967-98.2% | $158,223-96.2% | - |
| Participation rate | 79.8% | 50.0%+29.8pp | 79.2%+0.6pp | - |
| Annual return | 30.36% | 9.74%+20.6pp | 52.09%-21.7pp | - |
| Employer contribution / active EE | $804 | $996-19.3% | $4,109-80.4% | - |
| Participant deferral / active EE | $1,626 | $1,868-13.0% | $5,467-70.3% | - |
| Admin fee / account holder | $1,025 | $145,493-99.3% | $16,047-93.6% | - |