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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 | $8,499 | $96,956-91.2% | $69,779-87.8% | $273,972-96.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 7.92% | 12.93%-5.0pp | 12.99%-5.1pp | 41.46%-33.5pp |
| Employer contribution / active EE | $950 | $3,316-71.4% | $2,338-59.4% | $4,869-80.5% |
| Participant deferral / active EE | $1,015 | $3,744-72.9% | $2,931-65.4% | $5,287-80.8% |
| Admin fee / account holder | $358 | $7,934-95.5% | $4,381-91.8% | $10,133-96.5% |