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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 | $9,056 | $78,690-88.5% | $161,489-94.4% | $87,485-89.6% |
| Participation rate | 96.0% | 67.5%+28.5pp | 78.7%+17.3pp | 68.9%+27.1pp |
| Annual return | 16.19% | 32.74%-16.5pp | 89.72%-73.5pp | 26.06%-9.9pp |
| Employer contribution / active EE | $796 | $2,588-69.2% | $4,268-81.3% | $2,596-69.3% |
| Participant deferral / active EE | $2,721 | $3,311-17.8% | $5,630-51.7% | $4,274-36.3% |
| Admin fee / account holder | $5,219 | $6,724-22.4% | $16,006-67.4% | $7,775-32.9% |