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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 | $8,182 | $64,359-87.3% | $90,161-90.9% | $70,126-88.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.56% | 28.13%-4.6pp | 34.89%-11.3pp | 73.15%-49.6pp |
| Employer contribution / active EE | $905 | $2,046-55.8% | $3,318-72.7% | $2,343-61.4% |
| Participant deferral / active EE | $1,913 | $4,389-56.4% | $5,287-63.8% | $3,332-42.6% |
| Admin fee / account holder | $734 | $3,945-81.4% | $5,943-87.6% | $4,645-84.2% |