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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 | $9,282 | $43,423-78.6% | $78,676-88.2% | $55,167-83.2% |
| Participation rate | 73.0% | 68.0%+4.9pp | 73.6%-0.6pp | 69.0%+4.0pp |
| Annual return | 6.72% | 11.53%-4.8pp | 62.19%-55.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $705 | $1,997-64.7% | $2,850-75.3% | $1,963-64.1% |
| Participant deferral / active EE | $926 | $2,509-63.1% | $3,517-73.7% | $3,054-69.7% |
| Admin fee / account holder | $321 | $416-22.8% | $4,510-92.9% | $504-36.2% |