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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 | $7,587 | $84,236-91.0% | $170,435-95.5% | $70,126-89.2% |
| Participation rate | 98.3% | 70.8%+27.5pp | 83.6%+14.7pp | 69.5%+28.8pp |
| Annual return | 15.09% | 23.06%-8.0pp | 205.94%-190.8pp | 73.15%-58.1pp |
| Employer contribution / active EE | $691 | $3,387-79.6% | $5,432-87.3% | $2,343-70.5% |
| Participant deferral / active EE | $1,609 | $3,086-47.9% | $4,939-67.4% | $3,332-51.7% |
| Admin fee / account holder | $318 | $5,698-94.4% | $13,881-97.7% | $4,645-93.1% |