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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 | $2,363 | $76,407-96.9% | $150,298-98.4% | $82,448-97.1% |
| Participation rate | 70.8% | 66.4%+4.4pp | 77.8%-6.9pp | 68.1%+2.8pp |
| Annual return | 39.84% | 39.99%-0.1pp | 62.79%-22.9pp | 41.64%-1.8pp |
| Employer contribution / active EE | $708 | $2,614-72.9% | $4,154-82.9% | $2,551-72.2% |
| Participant deferral / active EE | $1,217 | $3,214-62.1% | $5,453-77.7% | $4,139-70.6% |
| Admin fee / account holder | $301 | $6,352-95.3% | $14,116-97.9% | $7,234-95.8% |