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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 | $8,952 | $49,239-81.8% | $70,462-87.3% | $79,858-88.8% |
| Participation rate | 98.5% | 69.2%+29.4pp | 75.1%+23.5pp | 69.6%+28.9pp |
| Annual return | 14.45% | 30.08%-15.6pp | 109.08%-94.6pp | 31.72%-17.3pp |
| Employer contribution / active EE | $579 | $2,100-72.4% | $2,737-78.9% | $2,471-76.6% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $472 | $2,876-83.6% | $3,845-87.7% | $5,306-91.1% |