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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 | $9,248 | $77,638-88.1% | $156,552-94.1% | $62,881-85.3% |
| Participation rate | 96.4% | 71.2%+25.2pp | 84.0%+12.4pp | 69.3%+27.1pp |
| Annual return | 8.68% | 50.33%-41.6pp | 32.23%-23.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $558 | $3,444-83.8% | $5,501-89.9% | $2,281-75.6% |
| Participant deferral / active EE | $1,610 | $3,046-47.1% | $4,871-66.9% | $3,203-49.7% |
| Admin fee / account holder | $2,601 | $5,561-53.2% | $13,028-80.0% | $4,296-39.5% |