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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 | $9,048 | $77,638-88.3% | $156,551-94.2% | $62,881-85.6% |
| Participation rate | 75.0% | 71.2%+3.8pp | 84.0%-9.0pp | 69.3%+5.7pp |
| Annual return | 14.64% | 50.33%-35.7pp | 32.23%-17.6pp | 20.14%-5.5pp |
| Employer contribution / active EE | $591 | $3,444-82.8% | $5,501-89.3% | $2,281-74.1% |
| Participant deferral / active EE | $1,204 | $3,046-60.5% | $4,871-75.3% | $3,203-62.4% |
| Admin fee / account holder | $877 | $5,561-84.2% | $13,028-93.3% | $4,296-79.6% |