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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 | $6,118 | $57,057-89.3% | $85,009-92.8% | $80,874-92.4% |
| Participation rate | 86.7% | 56.4%+30.3pp | 67.5%+19.2pp | 67.6%+19.0pp |
| Annual return | 17.36% | 21.66%-4.3pp | 66.47%-49.1pp | 35.62%-18.3pp |
| Employer contribution / active EE | $1,583 | $1,799-12.0% | $2,728-42.0% | $2,756-42.5% |
| Participant deferral / active EE | $1,818 | $3,112-41.6% | $4,522-59.8% | $4,297-57.7% |
| Admin fee / account holder | $450 | $4,986-91.0% | $6,153-92.7% | $6,935-93.5% |