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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 | $6,586 | $73,978-91.1% | $96,515-93.2% | $75,173-91.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 23.92% | 26.72%-2.8pp | 35.73%-11.8pp | 160.72%-136.8pp |
| Employer contribution / active EE | $2,299 | $2,931-21.6% | $3,740-38.5% | $2,671-13.9% |
| Participant deferral / active EE | $2,515 | $3,660-31.3% | $4,880-48.5% | $4,126-39.1% |
| Admin fee / account holder | $565 | $5,219-89.2% | $6,735-91.6% | $5,651-90.0% |