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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 | $12,528 | $48,076-73.9% | $78,690-84.1% | $62,891-80.1% |
| Participation rate | 92.6% | 65.2%+27.4pp | 73.6%+19.0pp | 69.3%+23.3pp |
| Annual return | 6.20% | 31.35%-25.2pp | 62.18%-56.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $667 | $2,015-66.9% | $2,851-76.6% | $2,281-70.7% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $326 | $3,207-89.8% | $4,511-92.8% | $4,296-92.4% |